View ValuationNANKAI 향후 성장Future 기준 점검 1/6NANKAI (는) 각각 연간 2.6% 및 3.1% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 3.2% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 7% 로 예상됩니다.핵심 정보2.6%이익 성장률3.19%EPS 성장률Transportation 이익 성장2.5%매출 성장률3.1%향후 자기자본이익률7.04%애널리스트 커버리지Low마지막 업데이트08 Jun 2026최근 향후 성장 업데이트Price Target Changed • Dec 09Price target decreased by 7.0% to JP¥3,275Down from JP¥3,523, the current price target is an average from 2 analysts. New target price is 33% above last closing price of JP¥2,460. Stock is down 15% over the past year. The company is forecast to post earnings per share of JP¥202 for next year compared to JP¥211 last year.Major Estimate Revision • Feb 07Consensus EPS estimates increase by 15%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from JP¥244.3b to JP¥247.6b. EPS estimate increased from JP¥172 to JP¥197 per share. Net income forecast to shrink 11% next year vs 3.5% growth forecast for Transportation industry in Japan . Consensus price target up from JP¥3,483 to JP¥3,583. Share price rose 3.3% to JP¥2,978 over the past week.Price Target Changed • Jun 12Price target increased by 7.1% to JP¥3,527Up from JP¥3,293, the current price target is an average from 3 analysts. New target price is 10% above last closing price of JP¥3,203. Stock is up 22% over the past year. The company is forecast to post earnings per share of JP¥149 for next year compared to JP¥129 last year.Major Estimate Revision • Feb 16Consensus EPS estimates fall by 10%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from JP¥99.52 to JP¥89.22 per share. Revenue forecast steady at JP¥225.5b. Net income forecast to grow 38% next year vs 13% growth forecast for Transportation industry in Japan. Consensus price target up from JP¥3,293 to JP¥3,427. Share price was steady at JP¥2,797 over the past week.공시 • Jan 31+ 1 more updateNankai Electric Railway Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2023Nankai Electric Railway Co., Ltd. provided consolidated earnings guidance for the fiscal year ending March 31, 2023. For the year, the company expects operating revenues of JPY 227,300 million, operating profit of JPY 17,000 million, profit attributable to owners of parent of JPY 10,100 million and basic earnings per share of JPY 89.20.Price Target Changed • Dec 27Price target increased to JP¥3,293Up from JP¥3,050, the current price target is an average from 3 analysts. New target price is 15% above last closing price of JP¥2,873. Stock is up 36% over the past year. The company is forecast to post earnings per share of JP¥99.52 for next year compared to JP¥35.50 last year.모든 업데이트 보기Recent updates공시 • Jun 06NANKAI Co., Ltd. to Report Q1, 2027 Results on Jul 30, 2026NANKAI Co., Ltd. announced that they will report Q1, 2027 results on Jul 30, 2026공시 • Apr 30NANKAI Co., Ltd., Annual General Meeting, Jun 16, 2026NANKAI Co., Ltd., Annual General Meeting, Jun 16, 2026.공시 • Apr 16NANKAI Co., Ltd. to Report Fiscal Year 2026 Results on Apr 30, 2026NANKAI Co., Ltd. announced that they will report fiscal year 2026 results on Apr 30, 2026New Risk • Feb 20New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.2% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (8.6% operating cash flow to total debt). Earnings are forecast to decline by an average of 0.2% per year for the foreseeable future. Minor Risk Paying a dividend despite having no free cash flows.Reported Earnings • Jan 30Third quarter 2026 earnings released: EPS: JP¥74.90 (vs JP¥67.65 in 3Q 2025)Third quarter 2026 results: EPS: JP¥74.90 (up from JP¥67.65 in 3Q 2025). Revenue: JP¥68.9b (up 8.4% from 3Q 2025). Net income: JP¥8.17b (up 6.7% from 3Q 2025). Profit margin: 12% (in line with 3Q 2025). Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.분석 기사 • Dec 07Nankai Electric Railway (TSE:9044) Is Due To Pay A Dividend Of ¥25.00Nankai Electric Railway Co., Ltd. ( TSE:9044 ) has announced that it will pay a dividend of ¥25.00 per share on the...Declared Dividend • Dec 06First half dividend of JP¥25.00 announcedShareholders will receive a dividend of JP¥25.00. Ex-date: 30th March 2026 Payment date: 19th June 2026 Dividend yield will be 1.8%, which is higher than the industry average of 1.3%. Sustainability & Growth Dividend is covered by earnings (22% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 7.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 2.2% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공시 • Nov 29Nankai Electric Railway Co., Ltd. to Report Q3, 2026 Results on Jan 29, 2026Nankai Electric Railway Co., Ltd. announced that they will report Q3, 2026 results on Jan 29, 2026분석 기사 • Nov 28Returns Are Gaining Momentum At Nankai Electric Railway (TSE:9044)There are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and...Reported Earnings • Nov 01Second quarter 2026 earnings released: EPS: JP¥58.35 (vs JP¥51.51 in 2Q 2025)Second quarter 2026 results: EPS: JP¥58.35 (up from JP¥51.51 in 2Q 2025). Revenue: JP¥63.8b (flat on 2Q 2025). Net income: JP¥6.49b (up 11% from 2Q 2025). Profit margin: 10% (up from 9.1% in 2Q 2025). Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.공시 • Oct 01Nankai Electric Railway Co., Ltd. to Report Q2, 2026 Results on Oct 31, 2025Nankai Electric Railway Co., Ltd. announced that they will report Q2, 2026 results on Oct 31, 2025Upcoming Dividend • Sep 22Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 05 December 2025. Payout ratio is a comfortable 19% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (1.8%).Reported Earnings • Jul 31First quarter 2026 earnings released: EPS: JP¥67.11 (vs JP¥59.33 in 1Q 2025)First quarter 2026 results: EPS: JP¥67.11 (up from JP¥59.33 in 1Q 2025). Revenue: JP¥62.7b (up 5.0% from 1Q 2025). Net income: JP¥7.60b (up 13% from 1Q 2025). Profit margin: 12% (in line with 1Q 2025). Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.공시 • Jul 30Nankai Electric Railway Co., Ltd. (TSE:9044) announces an Equity Buyback for 6,000,000 shares, representing 5.29% for ¥12,000 million.Nankai Electric Railway Co., Ltd. (TSE:9044) announces a share repurchase program. Under the program, the company will repurchase up to 6,000,000 shares, representing 5.29% of its share capital for ¥12,000 million. The purpose of the program is to increase the distribution of benefits to shareholders and thereby enhance our communication capabilities with the capital markets. The program will expire on January 30, 2026. As of June 30, 2025, the company had 113,319,032 shares in issue and 83,414 Shares in treasury.분석 기사 • Jul 24Nankai Electric Railway (TSE:9044) Has Announced A Dividend Of ¥20.00The board of Nankai Electric Railway Co., Ltd. ( TSE:9044 ) has announced that it will pay a dividend on the 5th of...분석 기사 • Jul 10Nankai Electric Railway (TSE:9044) Is Due To Pay A Dividend Of ¥20.00The board of Nankai Electric Railway Co., Ltd. ( TSE:9044 ) has announced that it will pay a dividend on the 5th of...Declared Dividend • Jul 09Final dividend increased to JP¥20.00Dividend of JP¥20.00 is 14% higher than last year. Ex-date: 29th September 2025 Payment date: 5th December 2025 Dividend yield will be 1.9%, which is higher than the industry average of 1.3%. Sustainability & Growth Dividend is covered by both earnings (27% earnings payout ratio) and cash flows (61% cash payout ratio). The dividend has increased by an average of 4.8% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to remain steady over the next 3 years, which should provide adequate earnings cover for the dividend.Reported Earnings • Jun 20Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2025 results: EPS: JP¥199 (down from JP¥211 in FY 2024). Revenue: JP¥260.8b (up 7.9% from FY 2024). Net income: JP¥22.5b (down 6.0% from FY 2024). Profit margin: 8.6% (down from 9.9% in FY 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.4%. Earnings per share (EPS) exceeded analyst estimates by 2.3%. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 1.9% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.공시 • Jun 10Nankai Electric Railway Co., Ltd. to Report Q1, 2026 Results on Jul 30, 2025Nankai Electric Railway Co., Ltd. announced that they will report Q1, 2026 results on Jul 30, 2025Reported Earnings • May 01Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2025 results: EPS: JP¥199 (down from JP¥211 in FY 2024). Revenue: JP¥260.8b (up 7.9% from FY 2024). Net income: JP¥22.5b (down 6.0% from FY 2024). Profit margin: 8.6% (down from 9.9% in FY 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.4%. Earnings per share (EPS) exceeded analyst estimates by 2.3%. Revenue is forecast to grow 3.8% p.a. on average during the next 2 years, compared to a 2.5% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.공시 • Apr 30Nankai Electric Railway Co., Ltd., Annual General Meeting, Jun 18, 2025Nankai Electric Railway Co., Ltd., Annual General Meeting, Jun 18, 2025.분석 기사 • Apr 15Nankai Electric Railway Co., Ltd.'s (TSE:9044) Shares May Have Run Too Fast Too SoonIt's not a stretch to say that Nankai Electric Railway Co., Ltd.'s ( TSE:9044 ) price-to-earnings (or "P/E") ratio of...공시 • Mar 27Nankai Electric Railway Co., Ltd. to Report Fiscal Year 2025 Results on Apr 30, 2025Nankai Electric Railway Co., Ltd. announced that they will report fiscal year 2025 results on Apr 30, 2025Upcoming Dividend • Mar 21Upcoming dividend of JP¥17.50 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 24 June 2025. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (1.7%).Reported Earnings • Jan 31Third quarter 2025 earnings released: EPS: JP¥67.65 (vs JP¥115 in 3Q 2024)Third quarter 2025 results: EPS: JP¥67.65 (down from JP¥115 in 3Q 2024). Revenue: JP¥63.5b (down 4.3% from 3Q 2024). Net income: JP¥7.66b (down 41% from 3Q 2024). Profit margin: 12% (down from 20% in 3Q 2024). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.공시 • Jan 17Mirai Sozosha Co., Ltd agreed to acquire EMOSHARE Co., Ltd from Nankai Electric Railway Co., Ltd. (TSE:9044).Mirai Sozosha Co., Ltd agreed to acquire EMOSHARE Co., Ltd from Nankai Electric Railway Co., Ltd. (TSE:9044) on January 10, 2025.분석 기사 • Jan 14Slowing Rates Of Return At Nankai Electric Railway (TSE:9044) Leave Little Room For ExcitementTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Typically, we'll want to...분석 기사 • Dec 17Nankai Electric Railway Co., Ltd.'s (TSE:9044) Earnings Are Not Doing Enough For Some InvestorsWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") above 14x, you may consider Nankai...Price Target Changed • Dec 09Price target decreased by 7.0% to JP¥3,275Down from JP¥3,523, the current price target is an average from 2 analysts. New target price is 33% above last closing price of JP¥2,460. Stock is down 15% over the past year. The company is forecast to post earnings per share of JP¥202 for next year compared to JP¥211 last year.Declared Dividend • Dec 06First half dividend of JP¥17.50 announcedShareholders will receive a dividend of JP¥17.50. Ex-date: 28th March 2025 Payment date: 24th June 2025 Dividend yield will be 1.4%, which is higher than the industry average of 1.3%. Sustainability & Growth Dividend is well covered by both earnings (22% earnings payout ratio) and cash flows (19% cash payout ratio). The dividend has increased by an average of 3.4% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 23% over the next 3 years. However, it would need to fall by 76% to increase the payout ratio to a potentially unsustainable range.공시 • Dec 05Nankai Electric Railway Co., Ltd. to Report Q3, 2025 Results on Jan 30, 2025Nankai Electric Railway Co., Ltd. announced that they will report Q3, 2025 results on Jan 30, 2025분석 기사 • Nov 06Nankai Electric Railway's (TSE:9044) Promising Earnings May Rest On Soft FoundationsNankai Electric Railway Co., Ltd.'s ( TSE:9044 ) stock was strong after they recently reported robust earnings...Reported Earnings • Nov 01Second quarter 2025 earnings released: EPS: JP¥51.51 (vs JP¥40.91 in 2Q 2024)Second quarter 2025 results: EPS: JP¥51.51 (up from JP¥40.91 in 2Q 2024). Revenue: JP¥63.9b (up 1.6% from 2Q 2024). Net income: JP¥5.83b (up 26% from 2Q 2024). Profit margin: 9.1% (up from 7.4% in 2Q 2024). Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 64% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.분석 기사 • Oct 14Returns On Capital At Nankai Electric Railway (TSE:9044) Have Hit The BrakesIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...공시 • Sep 27Nankai Electric Railway Co., Ltd. to Report Q2, 2025 Results on Oct 30, 2024Nankai Electric Railway Co., Ltd. announced that they will report Q2, 2025 results on Oct 30, 2024Reported Earnings • Aug 02First quarter 2025 earnings released: EPS: JP¥59.33 (vs JP¥37.40 in 1Q 2024)First quarter 2025 results: EPS: JP¥59.33 (up from JP¥37.40 in 1Q 2024). Revenue: JP¥59.7b (up 8.9% from 1Q 2024). Net income: JP¥6.72b (up 59% from 1Q 2024). Profit margin: 11% (up from 7.7% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 73% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Reported Earnings • Jun 26Full year 2024 earnings: EPS in line with expectations, revenues disappointFull year 2024 results: EPS: JP¥211 (up from JP¥129 in FY 2023). Revenue: JP¥241.6b (up 9.2% from FY 2023). Net income: JP¥23.9b (up 64% from FY 2023). Profit margin: 9.9% (up from 6.6% in FY 2023). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 83% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.분석 기사 • Jun 17Returns On Capital At Nankai Electric Railway (TSE:9044) Have Hit The BrakesFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...분석 기사 • May 07Impressive Earnings May Not Tell The Whole Story For Nankai Electric Railway (TSE:9044)Last week's profit announcement from Nankai Electric Railway Co., Ltd. ( TSE:9044 ) was underwhelming for investors...Reported Earnings • May 01Full year 2024 earnings: EPS in line with expectations, revenues disappointFull year 2024 results: EPS: JP¥211 (up from JP¥129 in FY 2023). Revenue: JP¥241.6b (up 9.2% from FY 2023). Net income: JP¥23.9b (up 64% from FY 2023). Profit margin: 9.9% (up from 6.6% in FY 2023). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 4.0% p.a. on average during the next 2 years, compared to a 3.5% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 83% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.공시 • May 01Nankai Electric Railway Co., Ltd., Annual General Meeting, Jun 21, 2024Nankai Electric Railway Co., Ltd., Annual General Meeting, Jun 21, 2024.분석 기사 • Mar 23Is Nankai Electric Railway (TSE:9044) Using Too Much Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Upcoming Dividend • Mar 21Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 21 June 2024. Payout ratio is a comfortable 11% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of Japanese dividend payers (3.2%). Lower than average of industry peers (1.2%).공시 • Mar 20Nankai Electric Railway Co., Ltd. to Report Fiscal Year 2024 Results on Apr 30, 2024Nankai Electric Railway Co., Ltd. announced that they will report fiscal year 2024 results on Apr 30, 2024분석 기사 • Mar 01Nankai Electric Railway Co., Ltd.'s (TSE:9044) Shareholders Might Be Looking For ExitIt's not a stretch to say that Nankai Electric Railway Co., Ltd.'s ( TSE:9044 ) price-to-earnings (or "P/E") ratio of...Major Estimate Revision • Feb 07Consensus EPS estimates increase by 15%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from JP¥244.3b to JP¥247.6b. EPS estimate increased from JP¥172 to JP¥197 per share. Net income forecast to shrink 11% next year vs 3.5% growth forecast for Transportation industry in Japan . Consensus price target up from JP¥3,483 to JP¥3,583. Share price rose 3.3% to JP¥2,978 over the past week.Reported Earnings • Feb 02Third quarter 2024 earnings released: EPS: JP¥115 (vs JP¥40.35 in 3Q 2023)Third quarter 2024 results: EPS: JP¥115 (up from JP¥40.35 in 3Q 2023). Revenue: JP¥66.4b (up 20% from 3Q 2023). Net income: JP¥13.0b (up 185% from 3Q 2023). Profit margin: 20% (up from 8.2% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 91% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.공시 • Dec 01Nankai Electric Railway Co., Ltd. to Report Q3, 2024 Results on Jan 31, 2024Nankai Electric Railway Co., Ltd. announced that they will report Q3, 2024 results on Jan 31, 2024Reported Earnings • Nov 02Second quarter 2024 earnings released: EPS: JP¥40.91 (vs JP¥35.05 in 2Q 2023)Second quarter 2024 results: EPS: JP¥40.91 (up from JP¥35.05 in 2Q 2023). Revenue: JP¥62.8b (up 11% from 2Q 2023). Net income: JP¥4.63b (up 17% from 2Q 2023). Profit margin: 7.4% (up from 7.0% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 79% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.공시 • Sep 13Nankai Electric Railway Co., Ltd. to Report Q2, 2024 Results on Oct 31, 2023Nankai Electric Railway Co., Ltd. announced that they will report Q2, 2024 results on Oct 31, 2023Reported Earnings • Aug 02First quarter 2024 earnings released: EPS: JP¥37.40 (vs JP¥27.78 in 1Q 2023)First quarter 2024 results: EPS: JP¥37.40 (up from JP¥27.78 in 1Q 2023). Revenue: JP¥54.8b (up 5.8% from 1Q 2023). Net income: JP¥4.24b (up 35% from 1Q 2023). Profit margin: 7.7% (up from 6.1% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.공시 • Jun 28Nankai Electric Railway Co., Ltd. to Report Q1, 2024 Results on Aug 01, 2023Nankai Electric Railway Co., Ltd. announced that they will report Q1, 2024 results on Aug 01, 2023Reported Earnings • Jun 22Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: JP¥129 (up from JP¥35.50 in FY 2022). Revenue: JP¥221.3b (up 9.7% from FY 2022). Net income: JP¥14.6b (up 264% from FY 2022). Profit margin: 6.6% (up from 2.0% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 38%. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 10% per year, which means it is tracking significantly ahead of earnings growth.Price Target Changed • Jun 12Price target increased by 7.1% to JP¥3,527Up from JP¥3,293, the current price target is an average from 3 analysts. New target price is 10% above last closing price of JP¥3,203. Stock is up 22% over the past year. The company is forecast to post earnings per share of JP¥149 for next year compared to JP¥129 last year.Reported Earnings • Apr 29Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: JP¥129 (up from JP¥35.50 in FY 2022). Revenue: JP¥221.3b (up 9.7% from FY 2022). Net income: JP¥14.6b (up 264% from FY 2022). Profit margin: 6.6% (up from 2.0% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 38%. Revenue is forecast to grow 6.2% p.a. on average during the next 2 years, compared to a 3.0% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 10% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Mar 23Upcoming dividend of JP¥25.00 per share at 0.9% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 26 June 2023. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.2%).Major Estimate Revision • Feb 16Consensus EPS estimates fall by 10%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from JP¥99.52 to JP¥89.22 per share. Revenue forecast steady at JP¥225.5b. Net income forecast to grow 38% next year vs 13% growth forecast for Transportation industry in Japan. Consensus price target up from JP¥3,293 to JP¥3,427. Share price was steady at JP¥2,797 over the past week.Reported Earnings • Feb 01Third quarter 2023 earnings released: EPS: JP¥40.35 (vs JP¥31.67 in 3Q 2022)Third quarter 2023 results: EPS: JP¥40.35 (up from JP¥31.67 in 3Q 2022). Revenue: JP¥55.5b (down 2.1% from 3Q 2022). Net income: JP¥4.57b (up 27% from 3Q 2022). Profit margin: 8.2% (up from 6.3% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has remained flat, which means it is well ahead of earnings.공시 • Jan 31+ 1 more updateNankai Electric Railway Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2023Nankai Electric Railway Co., Ltd. provided consolidated earnings guidance for the fiscal year ending March 31, 2023. For the year, the company expects operating revenues of JPY 227,300 million, operating profit of JPY 17,000 million, profit attributable to owners of parent of JPY 10,100 million and basic earnings per share of JPY 89.20.Price Target Changed • Dec 27Price target increased to JP¥3,293Up from JP¥3,050, the current price target is an average from 3 analysts. New target price is 15% above last closing price of JP¥2,873. Stock is up 36% over the past year. The company is forecast to post earnings per share of JP¥99.52 for next year compared to JP¥35.50 last year.Major Estimate Revision • Dec 07Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 EPS estimate fell from JP¥121 to JP¥105 per share. Revenue forecast steady at JP¥225.4b. Net income forecast to grow 52% next year vs 7.6% growth forecast for Transportation industry in Japan. Consensus price target up from JP¥3,050 to JP¥3,150. Share price fell 2.1% to JP¥2,946 over the past week.공시 • Nov 30Nankai Electric Railway Co., Ltd. to Report Q3, 2023 Results on Jan 31, 2023Nankai Electric Railway Co., Ltd. announced that they will report Q3, 2023 results on Jan 31, 2023Price Target Changed • Nov 16Price target increased to JP¥3,050Up from JP¥2,850, the current price target is an average from 2 analysts. New target price is 8.4% above last closing price of JP¥2,813. Stock is up 28% over the past year. The company is forecast to post earnings per share of JP¥121 for next year compared to JP¥35.50 last year.Reported Earnings • Nov 02Second quarter 2023 earnings released: EPS: JP¥35.05 (vs JP¥13.41 in 2Q 2022)Second quarter 2023 results: EPS: JP¥35.05 (up from JP¥13.41 in 2Q 2022). Revenue: JP¥56.4b (up 18% from 2Q 2022). Net income: JP¥3.97b (up 161% from 2Q 2022). Profit margin: 7.0% (up from 3.2% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has remained flat, which means it is well ahead of earnings.공시 • Oct 31Nankai Electric Railway Co., Ltd. Provides Consolidated Earnings Guidance for the Year Ending March 31, 2023Nankai Electric Railway Co., Ltd. provided consolidated earnings guidance for the year ending March 31, 2023. For the period, the consolidated company expects operating revenues of JPY 227,300 million, operating profit of JPY 17,000 million, profit attributable to owners of parent of JPY 10,100 million and basic earnings per share of JPY 89.20.공시 • Sep 14Nankai Electric Railway Co., Ltd. to Report Q2, 2023 Results on Oct 31, 2022Nankai Electric Railway Co., Ltd. announced that they will report Q2, 2023 results on Oct 31, 2022공시 • Aug 02+ 1 more updateNankai Electric Railway Co., Ltd. Provides Consolidated Earnings Guidance for the Six Months Ending September 2022 and Year Ending March 31, 2023Nankai Electric Railway Co., Ltd. provided consolidated earnings guidance for the six months ending September 2022 and consolidated earnings guidance for the year ending March 31, 2023. For the six months, the consolidated company expects operating revenues of JPY 110,200 million, operating profit of JPY 7,800 million, profit attributable to owners of parent of JPY 4,900 million and basic earnings per share of JPY 43.26.For the full year, the consolidated company expects operating revenues of JPY 227,100 million, operating profit of JPY 16,300 million, profit attributable to owners of parent of JPY 7,800 million and basic earnings per share of JPY 68.86.Reported Earnings • Aug 02First quarter 2023 earnings released: EPS: JP¥27.78 (vs JP¥0.60 in 1Q 2022)First quarter 2023 results: EPS: JP¥27.78 (up from JP¥0.60 in 1Q 2022). Revenue: JP¥51.8b (up 19% from 1Q 2022). Net income: JP¥3.15b (up JP¥3.08b from 1Q 2022). Profit margin: 6.1% (up from 0.2% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 8.1%, compared to a 20% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 60% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.Price Target Changed • Jun 16Price target increased to JP¥3,050Up from JP¥2,850, the current price target is an average from 2 analysts. New target price is 19% above last closing price of JP¥2,562. Stock is up 5.7% over the past year. The company is forecast to post earnings per share of JP¥121 for next year compared to JP¥35.50 last year.공시 • Jun 09Nankai Electric Railway Co., Ltd. to Report Q1, 2023 Results on Aug 01, 2022Nankai Electric Railway Co., Ltd. announced that they will report Q1, 2023 results on Aug 01, 2022Reported Earnings • Apr 30Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: JP¥35.50 (up from JP¥16.43 loss in FY 2021). Revenue: JP¥201.8b (up 5.8% from FY 2021). Net income: JP¥4.02b (up JP¥5.88b from FY 2021). Profit margin: 2.0% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Revenue missed analyst estimates by 2.8%. Earnings per share (EPS) also missed analyst estimates by 25%. Over the next year, revenue is forecast to grow 7.5%, compared to a 21% growth forecast for the industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 57 percentage points per year, which is a significant difference in performance.공시 • Apr 08Nankai Electric Railway Co., Ltd. to Report Fiscal Year 2022 Results on Apr 28, 2022Nankai Electric Railway Co., Ltd. announced that they will report fiscal year 2022 results on Apr 28, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 28 June 2022. Payout ratio is a comfortable 69% but the company is paying out more than the cash it is generating. Trailing yield: 1.0%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (1.3%).Reported Earnings • Feb 02Third quarter 2022 earnings: EPS and revenues exceed analyst expectationsThird quarter 2022 results: EPS: JP¥31.67 (up from JP¥9.94 in 3Q 2021). Revenue: JP¥56.7b (up 14% from 3Q 2021). Net income: JP¥3.59b (up 219% from 3Q 2021). Profit margin: 6.3% (up from 2.3% in 3Q 2021). Revenue exceeded analyst estimates by 7.5%. Earnings per share (EPS) also surpassed analyst estimates. Over the next year, revenue is forecast to grow 9.6%, compared to a 18% growth forecast for the industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 59 percentage points per year, which is a significant difference in performance.공시 • Jan 31+ 1 more updateNankai Electric Railway Co., Ltd. Provides Consolidated Earnings Guidance for the Full Year Ending March 31, 2022Nankai Electric Railway Co., Ltd. provided consolidated earnings guidance for the full year ending March 31, 2022. For the year, the company expects operating revenues of ¥206,400 million, operating profit of ¥10,400 million and profit attributable to owners of parent of ¥4,400 million or ¥38.84 basic per share.Reported Earnings • Oct 31Second quarter 2022 earnings released: EPS JP¥13.41 (vs JP¥5.66 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥48.0b (up 1.7% from 2Q 2021). Net income: JP¥1.52b (up 137% from 2Q 2021). Profit margin: 3.2% (up from 1.4% in 2Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 58 percentage points per year, which is a significant difference in performance.Reported Earnings • Aug 03First quarter 2022 earnings released: EPS JP¥0.60 (vs JP¥22.47 loss in 1Q 2021)The company reported a decent first quarter result with improved earnings and profit margins, although revenues were flat. First quarter 2022 results: Revenue: JP¥43.7b (flat on 1Q 2021). Net income: JP¥68.0m (up JP¥2.61b from 1Q 2021). Profit margin: 0.2% (up from net loss in 1Q 2021). Over the last 3 years on average, earnings per share has fallen by 54% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.Reported Earnings • May 02Full year 2021 earnings released: JP¥16.43 loss per share (vs JP¥184 profit in FY 2020)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2021 results: Revenue: JP¥190.8b (down 16% from FY 2020). Net loss: JP¥1.86b (down 109% from profit in FY 2020). Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Mar 23Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 19 June 2021. Trailing yield: 0.9%. Lower than top quartile of Japanese dividend payers (2.7%). Lower than average of industry peers (1.1%).공시 • Mar 21Nankai Electric Railway Co., Ltd. to Report Fiscal Year 2021 Results on Apr 30, 2021Nankai Electric Railway Co., Ltd. announced that they will report fiscal year 2021 results on Apr 30, 2021Is New 90 Day High Low • Mar 16New 90-day high: JP¥2,764The company is up 5.0% from a price of JP¥2,628 on 16 December 2020. Underperformed the Japanese market, which is up 10.0% over the last 90 days. Lagged the Transportation industry, which is up 12% over the same period.Major Estimate Revision • Mar 02Analysts update estimatesThe company's losses in 2021 are expected to worsen with analysts lowering their consensus EPS forecasts from -JP¥4.41 to -JP¥7.06. Revenue estimate was approximately flat at JP¥183.7b. The Transportation industry in Japan is expected to see an average net income growth of 6.1% next year. The consensus price target of JP¥2,725 was unchanged from the last update. Share price stayed mostly flat at JP¥2,616 over the past week.Reported Earnings • Feb 02Third quarter 2021 earnings released: EPS JP¥9.94 (vs JP¥53.76 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥49.9b (down 14% from 3Q 2020). Net income: JP¥1.13b (down 82% from 3Q 2020). Profit margin: 2.3% (down from 10% in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.Price Target Changed • Dec 09Price target raised to JP¥2,725Up from JP¥2,500, the current price target is an average from 2 analysts. The new target price is close to the current share price of JP¥2,648. As of last close, the stock is down 11% over the past year.Major Estimate Revision • Dec 09Analysts update estimatesThe 2021 consensus revenue estimate increased from JP¥179.3b to JP¥184.8b. The company is forecast to report a loss instead of a profit with analysts lowering their EPS forecasts from JP¥1.77 to -JP¥4.41 for the same period. The Transportation industry in Japan is expected to see an average net income growth of 12% next year. The consensus price target increased from JP¥2,500 to JP¥2,725. Share price stayed mostly flat at JP¥2,648 over the past week.공시 • Dec 05Nankai Electric Railway Co., Ltd. to Report Q3, 2021 Results on Jan 29, 2021Nankai Electric Railway Co., Ltd. announced that they will report Q3, 2021 results on Jan 29, 2021공시 • Oct 10Nankai Electric Railway Co., Ltd. to Report Q2, 2021 Results on Oct 30, 2020Nankai Electric Railway Co., Ltd. announced that they will report Q2, 2021 results on Oct 30, 2020공시 • Jun 29Nankai Electric Railway Co., Ltd. to Report Q1, 2021 Results on Jul 31, 2020Nankai Electric Railway Co., Ltd. announced that they will report Q1, 2021 results on Jul 31, 2020이익 및 매출 성장 예측TSE:9044 - 애널리스트 향후 추정치 및 과거 재무 데이터 (JPY Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수3/31/2029294,65026,750-31,38057,50023/31/2028287,50026,250-31,46055,20023/31/2027288,45024,500-37,57049,60023/31/2026264,71425,135-7,77547,535N/A12/31/2025269,06524,544N/AN/AN/A9/30/2025263,72424,030-13,61139,524N/A6/30/2025263,77823,377N/AN/AN/A3/31/2025260,78722,4967,46943,813N/A12/31/2024244,61922,232N/AN/AN/A9/30/2024247,50127,60920,84955,702N/A6/30/2024246,47126,409N/AN/AN/A3/31/2024241,59423,92631,83062,223N/A12/31/2023241,58124,842N/AN/AN/A9/30/2023230,71216,37415,85644,454N/A6/30/2023224,28315,711N/AN/AN/A3/31/2023221,28014,6236,13839,086N/A12/31/2022217,22410,532N/AN/AN/A9/30/2022218,4199,55013,64643,726N/A6/30/2022209,9777,100N/AN/AN/A3/31/2022201,7934,02118,64241,879N/A12/31/2021198,3294,091N/AN/AN/A9/30/2021191,4571,63042323,436N/A6/30/2021190,678752N/AN/AN/A3/31/2021190,813-1,861-15,41821,338N/A12/31/2020193,725545N/AN/AN/A9/30/2020202,1565,509-10,87538,215N/A6/30/2020217,41311,605N/AN/AN/A3/31/2020228,01520,8112,95458,935N/A12/31/2019231,02814,145N/AN/AN/A9/30/2019231,52914,138N/A58,824N/A6/30/2019223,09011,439N/AN/AN/A3/31/2019227,42413,023N/A38,729N/A12/31/2018235,42917,642N/AN/AN/A9/30/2018232,35516,870N/A54,567N/A6/30/2018232,85617,266N/AN/AN/A3/31/2018227,87414,719N/A58,477N/A12/31/2017220,22817,103N/AN/AN/A9/30/2017219,68516,970N/A41,693N/A6/30/2017222,40317,758N/AN/AN/A3/31/2017221,69016,452N/A42,753N/A12/31/2016220,31711,563N/AN/AN/A9/30/2016221,18811,695N/A43,993N/A6/30/2016220,28311,738N/AN/AN/A3/31/2016219,06512,612N/A43,212N/A12/31/2015221,46120,791N/AN/AN/A9/30/2015219,55220,259N/A45,622N/A6/30/2015217,66819,234N/AN/AN/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 9044 의 연간 예상 수익 증가율(2.6%)이 saving rate(0.8%)보다 높습니다.수익 vs 시장: 9044 의 연간 수익(2.6%)이 JP 시장(9.4%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: 9044 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: 9044 의 수익(연간 3.1%)이 JP 시장(연간 6.3%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: 9044 의 수익(연간 3.1%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 9044의 자본 수익률은 3년 후 7%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YTransportation 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/06/17 13:19종가2026/06/17 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 소스NANKAI Co., Ltd.는 3명의 분석가가 다루고 있습니다. 이 중 2명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Ryota HimenoJ.P. MorganKatsuhiko SuzukiMizuho Securities Co., Ltd.Masaharu HirokaneNomura Securities Co. Ltd.
Price Target Changed • Dec 09Price target decreased by 7.0% to JP¥3,275Down from JP¥3,523, the current price target is an average from 2 analysts. New target price is 33% above last closing price of JP¥2,460. Stock is down 15% over the past year. The company is forecast to post earnings per share of JP¥202 for next year compared to JP¥211 last year.
Major Estimate Revision • Feb 07Consensus EPS estimates increase by 15%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from JP¥244.3b to JP¥247.6b. EPS estimate increased from JP¥172 to JP¥197 per share. Net income forecast to shrink 11% next year vs 3.5% growth forecast for Transportation industry in Japan . Consensus price target up from JP¥3,483 to JP¥3,583. Share price rose 3.3% to JP¥2,978 over the past week.
Price Target Changed • Jun 12Price target increased by 7.1% to JP¥3,527Up from JP¥3,293, the current price target is an average from 3 analysts. New target price is 10% above last closing price of JP¥3,203. Stock is up 22% over the past year. The company is forecast to post earnings per share of JP¥149 for next year compared to JP¥129 last year.
Major Estimate Revision • Feb 16Consensus EPS estimates fall by 10%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from JP¥99.52 to JP¥89.22 per share. Revenue forecast steady at JP¥225.5b. Net income forecast to grow 38% next year vs 13% growth forecast for Transportation industry in Japan. Consensus price target up from JP¥3,293 to JP¥3,427. Share price was steady at JP¥2,797 over the past week.
공시 • Jan 31+ 1 more updateNankai Electric Railway Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2023Nankai Electric Railway Co., Ltd. provided consolidated earnings guidance for the fiscal year ending March 31, 2023. For the year, the company expects operating revenues of JPY 227,300 million, operating profit of JPY 17,000 million, profit attributable to owners of parent of JPY 10,100 million and basic earnings per share of JPY 89.20.
Price Target Changed • Dec 27Price target increased to JP¥3,293Up from JP¥3,050, the current price target is an average from 3 analysts. New target price is 15% above last closing price of JP¥2,873. Stock is up 36% over the past year. The company is forecast to post earnings per share of JP¥99.52 for next year compared to JP¥35.50 last year.
공시 • Jun 06NANKAI Co., Ltd. to Report Q1, 2027 Results on Jul 30, 2026NANKAI Co., Ltd. announced that they will report Q1, 2027 results on Jul 30, 2026
공시 • Apr 30NANKAI Co., Ltd., Annual General Meeting, Jun 16, 2026NANKAI Co., Ltd., Annual General Meeting, Jun 16, 2026.
공시 • Apr 16NANKAI Co., Ltd. to Report Fiscal Year 2026 Results on Apr 30, 2026NANKAI Co., Ltd. announced that they will report fiscal year 2026 results on Apr 30, 2026
New Risk • Feb 20New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.2% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (8.6% operating cash flow to total debt). Earnings are forecast to decline by an average of 0.2% per year for the foreseeable future. Minor Risk Paying a dividend despite having no free cash flows.
Reported Earnings • Jan 30Third quarter 2026 earnings released: EPS: JP¥74.90 (vs JP¥67.65 in 3Q 2025)Third quarter 2026 results: EPS: JP¥74.90 (up from JP¥67.65 in 3Q 2025). Revenue: JP¥68.9b (up 8.4% from 3Q 2025). Net income: JP¥8.17b (up 6.7% from 3Q 2025). Profit margin: 12% (in line with 3Q 2025). Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
분석 기사 • Dec 07Nankai Electric Railway (TSE:9044) Is Due To Pay A Dividend Of ¥25.00Nankai Electric Railway Co., Ltd. ( TSE:9044 ) has announced that it will pay a dividend of ¥25.00 per share on the...
Declared Dividend • Dec 06First half dividend of JP¥25.00 announcedShareholders will receive a dividend of JP¥25.00. Ex-date: 30th March 2026 Payment date: 19th June 2026 Dividend yield will be 1.8%, which is higher than the industry average of 1.3%. Sustainability & Growth Dividend is covered by earnings (22% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 7.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 2.2% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공시 • Nov 29Nankai Electric Railway Co., Ltd. to Report Q3, 2026 Results on Jan 29, 2026Nankai Electric Railway Co., Ltd. announced that they will report Q3, 2026 results on Jan 29, 2026
분석 기사 • Nov 28Returns Are Gaining Momentum At Nankai Electric Railway (TSE:9044)There are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and...
Reported Earnings • Nov 01Second quarter 2026 earnings released: EPS: JP¥58.35 (vs JP¥51.51 in 2Q 2025)Second quarter 2026 results: EPS: JP¥58.35 (up from JP¥51.51 in 2Q 2025). Revenue: JP¥63.8b (flat on 2Q 2025). Net income: JP¥6.49b (up 11% from 2Q 2025). Profit margin: 10% (up from 9.1% in 2Q 2025). Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
공시 • Oct 01Nankai Electric Railway Co., Ltd. to Report Q2, 2026 Results on Oct 31, 2025Nankai Electric Railway Co., Ltd. announced that they will report Q2, 2026 results on Oct 31, 2025
Upcoming Dividend • Sep 22Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 05 December 2025. Payout ratio is a comfortable 19% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (1.8%).
Reported Earnings • Jul 31First quarter 2026 earnings released: EPS: JP¥67.11 (vs JP¥59.33 in 1Q 2025)First quarter 2026 results: EPS: JP¥67.11 (up from JP¥59.33 in 1Q 2025). Revenue: JP¥62.7b (up 5.0% from 1Q 2025). Net income: JP¥7.60b (up 13% from 1Q 2025). Profit margin: 12% (in line with 1Q 2025). Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
공시 • Jul 30Nankai Electric Railway Co., Ltd. (TSE:9044) announces an Equity Buyback for 6,000,000 shares, representing 5.29% for ¥12,000 million.Nankai Electric Railway Co., Ltd. (TSE:9044) announces a share repurchase program. Under the program, the company will repurchase up to 6,000,000 shares, representing 5.29% of its share capital for ¥12,000 million. The purpose of the program is to increase the distribution of benefits to shareholders and thereby enhance our communication capabilities with the capital markets. The program will expire on January 30, 2026. As of June 30, 2025, the company had 113,319,032 shares in issue and 83,414 Shares in treasury.
분석 기사 • Jul 24Nankai Electric Railway (TSE:9044) Has Announced A Dividend Of ¥20.00The board of Nankai Electric Railway Co., Ltd. ( TSE:9044 ) has announced that it will pay a dividend on the 5th of...
분석 기사 • Jul 10Nankai Electric Railway (TSE:9044) Is Due To Pay A Dividend Of ¥20.00The board of Nankai Electric Railway Co., Ltd. ( TSE:9044 ) has announced that it will pay a dividend on the 5th of...
Declared Dividend • Jul 09Final dividend increased to JP¥20.00Dividend of JP¥20.00 is 14% higher than last year. Ex-date: 29th September 2025 Payment date: 5th December 2025 Dividend yield will be 1.9%, which is higher than the industry average of 1.3%. Sustainability & Growth Dividend is covered by both earnings (27% earnings payout ratio) and cash flows (61% cash payout ratio). The dividend has increased by an average of 4.8% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to remain steady over the next 3 years, which should provide adequate earnings cover for the dividend.
Reported Earnings • Jun 20Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2025 results: EPS: JP¥199 (down from JP¥211 in FY 2024). Revenue: JP¥260.8b (up 7.9% from FY 2024). Net income: JP¥22.5b (down 6.0% from FY 2024). Profit margin: 8.6% (down from 9.9% in FY 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.4%. Earnings per share (EPS) exceeded analyst estimates by 2.3%. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 1.9% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
공시 • Jun 10Nankai Electric Railway Co., Ltd. to Report Q1, 2026 Results on Jul 30, 2025Nankai Electric Railway Co., Ltd. announced that they will report Q1, 2026 results on Jul 30, 2025
Reported Earnings • May 01Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2025 results: EPS: JP¥199 (down from JP¥211 in FY 2024). Revenue: JP¥260.8b (up 7.9% from FY 2024). Net income: JP¥22.5b (down 6.0% from FY 2024). Profit margin: 8.6% (down from 9.9% in FY 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.4%. Earnings per share (EPS) exceeded analyst estimates by 2.3%. Revenue is forecast to grow 3.8% p.a. on average during the next 2 years, compared to a 2.5% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
공시 • Apr 30Nankai Electric Railway Co., Ltd., Annual General Meeting, Jun 18, 2025Nankai Electric Railway Co., Ltd., Annual General Meeting, Jun 18, 2025.
분석 기사 • Apr 15Nankai Electric Railway Co., Ltd.'s (TSE:9044) Shares May Have Run Too Fast Too SoonIt's not a stretch to say that Nankai Electric Railway Co., Ltd.'s ( TSE:9044 ) price-to-earnings (or "P/E") ratio of...
공시 • Mar 27Nankai Electric Railway Co., Ltd. to Report Fiscal Year 2025 Results on Apr 30, 2025Nankai Electric Railway Co., Ltd. announced that they will report fiscal year 2025 results on Apr 30, 2025
Upcoming Dividend • Mar 21Upcoming dividend of JP¥17.50 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 24 June 2025. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (1.7%).
Reported Earnings • Jan 31Third quarter 2025 earnings released: EPS: JP¥67.65 (vs JP¥115 in 3Q 2024)Third quarter 2025 results: EPS: JP¥67.65 (down from JP¥115 in 3Q 2024). Revenue: JP¥63.5b (down 4.3% from 3Q 2024). Net income: JP¥7.66b (down 41% from 3Q 2024). Profit margin: 12% (down from 20% in 3Q 2024). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
공시 • Jan 17Mirai Sozosha Co., Ltd agreed to acquire EMOSHARE Co., Ltd from Nankai Electric Railway Co., Ltd. (TSE:9044).Mirai Sozosha Co., Ltd agreed to acquire EMOSHARE Co., Ltd from Nankai Electric Railway Co., Ltd. (TSE:9044) on January 10, 2025.
분석 기사 • Jan 14Slowing Rates Of Return At Nankai Electric Railway (TSE:9044) Leave Little Room For ExcitementTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Typically, we'll want to...
분석 기사 • Dec 17Nankai Electric Railway Co., Ltd.'s (TSE:9044) Earnings Are Not Doing Enough For Some InvestorsWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") above 14x, you may consider Nankai...
Price Target Changed • Dec 09Price target decreased by 7.0% to JP¥3,275Down from JP¥3,523, the current price target is an average from 2 analysts. New target price is 33% above last closing price of JP¥2,460. Stock is down 15% over the past year. The company is forecast to post earnings per share of JP¥202 for next year compared to JP¥211 last year.
Declared Dividend • Dec 06First half dividend of JP¥17.50 announcedShareholders will receive a dividend of JP¥17.50. Ex-date: 28th March 2025 Payment date: 24th June 2025 Dividend yield will be 1.4%, which is higher than the industry average of 1.3%. Sustainability & Growth Dividend is well covered by both earnings (22% earnings payout ratio) and cash flows (19% cash payout ratio). The dividend has increased by an average of 3.4% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 23% over the next 3 years. However, it would need to fall by 76% to increase the payout ratio to a potentially unsustainable range.
공시 • Dec 05Nankai Electric Railway Co., Ltd. to Report Q3, 2025 Results on Jan 30, 2025Nankai Electric Railway Co., Ltd. announced that they will report Q3, 2025 results on Jan 30, 2025
분석 기사 • Nov 06Nankai Electric Railway's (TSE:9044) Promising Earnings May Rest On Soft FoundationsNankai Electric Railway Co., Ltd.'s ( TSE:9044 ) stock was strong after they recently reported robust earnings...
Reported Earnings • Nov 01Second quarter 2025 earnings released: EPS: JP¥51.51 (vs JP¥40.91 in 2Q 2024)Second quarter 2025 results: EPS: JP¥51.51 (up from JP¥40.91 in 2Q 2024). Revenue: JP¥63.9b (up 1.6% from 2Q 2024). Net income: JP¥5.83b (up 26% from 2Q 2024). Profit margin: 9.1% (up from 7.4% in 2Q 2024). Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 64% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
분석 기사 • Oct 14Returns On Capital At Nankai Electric Railway (TSE:9044) Have Hit The BrakesIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
공시 • Sep 27Nankai Electric Railway Co., Ltd. to Report Q2, 2025 Results on Oct 30, 2024Nankai Electric Railway Co., Ltd. announced that they will report Q2, 2025 results on Oct 30, 2024
Reported Earnings • Aug 02First quarter 2025 earnings released: EPS: JP¥59.33 (vs JP¥37.40 in 1Q 2024)First quarter 2025 results: EPS: JP¥59.33 (up from JP¥37.40 in 1Q 2024). Revenue: JP¥59.7b (up 8.9% from 1Q 2024). Net income: JP¥6.72b (up 59% from 1Q 2024). Profit margin: 11% (up from 7.7% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 73% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Jun 26Full year 2024 earnings: EPS in line with expectations, revenues disappointFull year 2024 results: EPS: JP¥211 (up from JP¥129 in FY 2023). Revenue: JP¥241.6b (up 9.2% from FY 2023). Net income: JP¥23.9b (up 64% from FY 2023). Profit margin: 9.9% (up from 6.6% in FY 2023). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 83% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
분석 기사 • Jun 17Returns On Capital At Nankai Electric Railway (TSE:9044) Have Hit The BrakesFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
분석 기사 • May 07Impressive Earnings May Not Tell The Whole Story For Nankai Electric Railway (TSE:9044)Last week's profit announcement from Nankai Electric Railway Co., Ltd. ( TSE:9044 ) was underwhelming for investors...
Reported Earnings • May 01Full year 2024 earnings: EPS in line with expectations, revenues disappointFull year 2024 results: EPS: JP¥211 (up from JP¥129 in FY 2023). Revenue: JP¥241.6b (up 9.2% from FY 2023). Net income: JP¥23.9b (up 64% from FY 2023). Profit margin: 9.9% (up from 6.6% in FY 2023). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 4.0% p.a. on average during the next 2 years, compared to a 3.5% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 83% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
공시 • May 01Nankai Electric Railway Co., Ltd., Annual General Meeting, Jun 21, 2024Nankai Electric Railway Co., Ltd., Annual General Meeting, Jun 21, 2024.
분석 기사 • Mar 23Is Nankai Electric Railway (TSE:9044) Using Too Much Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Upcoming Dividend • Mar 21Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 21 June 2024. Payout ratio is a comfortable 11% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of Japanese dividend payers (3.2%). Lower than average of industry peers (1.2%).
공시 • Mar 20Nankai Electric Railway Co., Ltd. to Report Fiscal Year 2024 Results on Apr 30, 2024Nankai Electric Railway Co., Ltd. announced that they will report fiscal year 2024 results on Apr 30, 2024
분석 기사 • Mar 01Nankai Electric Railway Co., Ltd.'s (TSE:9044) Shareholders Might Be Looking For ExitIt's not a stretch to say that Nankai Electric Railway Co., Ltd.'s ( TSE:9044 ) price-to-earnings (or "P/E") ratio of...
Major Estimate Revision • Feb 07Consensus EPS estimates increase by 15%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from JP¥244.3b to JP¥247.6b. EPS estimate increased from JP¥172 to JP¥197 per share. Net income forecast to shrink 11% next year vs 3.5% growth forecast for Transportation industry in Japan . Consensus price target up from JP¥3,483 to JP¥3,583. Share price rose 3.3% to JP¥2,978 over the past week.
Reported Earnings • Feb 02Third quarter 2024 earnings released: EPS: JP¥115 (vs JP¥40.35 in 3Q 2023)Third quarter 2024 results: EPS: JP¥115 (up from JP¥40.35 in 3Q 2023). Revenue: JP¥66.4b (up 20% from 3Q 2023). Net income: JP¥13.0b (up 185% from 3Q 2023). Profit margin: 20% (up from 8.2% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 91% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
공시 • Dec 01Nankai Electric Railway Co., Ltd. to Report Q3, 2024 Results on Jan 31, 2024Nankai Electric Railway Co., Ltd. announced that they will report Q3, 2024 results on Jan 31, 2024
Reported Earnings • Nov 02Second quarter 2024 earnings released: EPS: JP¥40.91 (vs JP¥35.05 in 2Q 2023)Second quarter 2024 results: EPS: JP¥40.91 (up from JP¥35.05 in 2Q 2023). Revenue: JP¥62.8b (up 11% from 2Q 2023). Net income: JP¥4.63b (up 17% from 2Q 2023). Profit margin: 7.4% (up from 7.0% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 79% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
공시 • Sep 13Nankai Electric Railway Co., Ltd. to Report Q2, 2024 Results on Oct 31, 2023Nankai Electric Railway Co., Ltd. announced that they will report Q2, 2024 results on Oct 31, 2023
Reported Earnings • Aug 02First quarter 2024 earnings released: EPS: JP¥37.40 (vs JP¥27.78 in 1Q 2023)First quarter 2024 results: EPS: JP¥37.40 (up from JP¥27.78 in 1Q 2023). Revenue: JP¥54.8b (up 5.8% from 1Q 2023). Net income: JP¥4.24b (up 35% from 1Q 2023). Profit margin: 7.7% (up from 6.1% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
공시 • Jun 28Nankai Electric Railway Co., Ltd. to Report Q1, 2024 Results on Aug 01, 2023Nankai Electric Railway Co., Ltd. announced that they will report Q1, 2024 results on Aug 01, 2023
Reported Earnings • Jun 22Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: JP¥129 (up from JP¥35.50 in FY 2022). Revenue: JP¥221.3b (up 9.7% from FY 2022). Net income: JP¥14.6b (up 264% from FY 2022). Profit margin: 6.6% (up from 2.0% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 38%. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 10% per year, which means it is tracking significantly ahead of earnings growth.
Price Target Changed • Jun 12Price target increased by 7.1% to JP¥3,527Up from JP¥3,293, the current price target is an average from 3 analysts. New target price is 10% above last closing price of JP¥3,203. Stock is up 22% over the past year. The company is forecast to post earnings per share of JP¥149 for next year compared to JP¥129 last year.
Reported Earnings • Apr 29Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: JP¥129 (up from JP¥35.50 in FY 2022). Revenue: JP¥221.3b (up 9.7% from FY 2022). Net income: JP¥14.6b (up 264% from FY 2022). Profit margin: 6.6% (up from 2.0% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 38%. Revenue is forecast to grow 6.2% p.a. on average during the next 2 years, compared to a 3.0% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 10% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥25.00 per share at 0.9% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 26 June 2023. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.2%).
Major Estimate Revision • Feb 16Consensus EPS estimates fall by 10%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from JP¥99.52 to JP¥89.22 per share. Revenue forecast steady at JP¥225.5b. Net income forecast to grow 38% next year vs 13% growth forecast for Transportation industry in Japan. Consensus price target up from JP¥3,293 to JP¥3,427. Share price was steady at JP¥2,797 over the past week.
Reported Earnings • Feb 01Third quarter 2023 earnings released: EPS: JP¥40.35 (vs JP¥31.67 in 3Q 2022)Third quarter 2023 results: EPS: JP¥40.35 (up from JP¥31.67 in 3Q 2022). Revenue: JP¥55.5b (down 2.1% from 3Q 2022). Net income: JP¥4.57b (up 27% from 3Q 2022). Profit margin: 8.2% (up from 6.3% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
공시 • Jan 31+ 1 more updateNankai Electric Railway Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2023Nankai Electric Railway Co., Ltd. provided consolidated earnings guidance for the fiscal year ending March 31, 2023. For the year, the company expects operating revenues of JPY 227,300 million, operating profit of JPY 17,000 million, profit attributable to owners of parent of JPY 10,100 million and basic earnings per share of JPY 89.20.
Price Target Changed • Dec 27Price target increased to JP¥3,293Up from JP¥3,050, the current price target is an average from 3 analysts. New target price is 15% above last closing price of JP¥2,873. Stock is up 36% over the past year. The company is forecast to post earnings per share of JP¥99.52 for next year compared to JP¥35.50 last year.
Major Estimate Revision • Dec 07Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 EPS estimate fell from JP¥121 to JP¥105 per share. Revenue forecast steady at JP¥225.4b. Net income forecast to grow 52% next year vs 7.6% growth forecast for Transportation industry in Japan. Consensus price target up from JP¥3,050 to JP¥3,150. Share price fell 2.1% to JP¥2,946 over the past week.
공시 • Nov 30Nankai Electric Railway Co., Ltd. to Report Q3, 2023 Results on Jan 31, 2023Nankai Electric Railway Co., Ltd. announced that they will report Q3, 2023 results on Jan 31, 2023
Price Target Changed • Nov 16Price target increased to JP¥3,050Up from JP¥2,850, the current price target is an average from 2 analysts. New target price is 8.4% above last closing price of JP¥2,813. Stock is up 28% over the past year. The company is forecast to post earnings per share of JP¥121 for next year compared to JP¥35.50 last year.
Reported Earnings • Nov 02Second quarter 2023 earnings released: EPS: JP¥35.05 (vs JP¥13.41 in 2Q 2022)Second quarter 2023 results: EPS: JP¥35.05 (up from JP¥13.41 in 2Q 2022). Revenue: JP¥56.4b (up 18% from 2Q 2022). Net income: JP¥3.97b (up 161% from 2Q 2022). Profit margin: 7.0% (up from 3.2% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
공시 • Oct 31Nankai Electric Railway Co., Ltd. Provides Consolidated Earnings Guidance for the Year Ending March 31, 2023Nankai Electric Railway Co., Ltd. provided consolidated earnings guidance for the year ending March 31, 2023. For the period, the consolidated company expects operating revenues of JPY 227,300 million, operating profit of JPY 17,000 million, profit attributable to owners of parent of JPY 10,100 million and basic earnings per share of JPY 89.20.
공시 • Sep 14Nankai Electric Railway Co., Ltd. to Report Q2, 2023 Results on Oct 31, 2022Nankai Electric Railway Co., Ltd. announced that they will report Q2, 2023 results on Oct 31, 2022
공시 • Aug 02+ 1 more updateNankai Electric Railway Co., Ltd. Provides Consolidated Earnings Guidance for the Six Months Ending September 2022 and Year Ending March 31, 2023Nankai Electric Railway Co., Ltd. provided consolidated earnings guidance for the six months ending September 2022 and consolidated earnings guidance for the year ending March 31, 2023. For the six months, the consolidated company expects operating revenues of JPY 110,200 million, operating profit of JPY 7,800 million, profit attributable to owners of parent of JPY 4,900 million and basic earnings per share of JPY 43.26.For the full year, the consolidated company expects operating revenues of JPY 227,100 million, operating profit of JPY 16,300 million, profit attributable to owners of parent of JPY 7,800 million and basic earnings per share of JPY 68.86.
Reported Earnings • Aug 02First quarter 2023 earnings released: EPS: JP¥27.78 (vs JP¥0.60 in 1Q 2022)First quarter 2023 results: EPS: JP¥27.78 (up from JP¥0.60 in 1Q 2022). Revenue: JP¥51.8b (up 19% from 1Q 2022). Net income: JP¥3.15b (up JP¥3.08b from 1Q 2022). Profit margin: 6.1% (up from 0.2% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 8.1%, compared to a 20% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 60% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
Price Target Changed • Jun 16Price target increased to JP¥3,050Up from JP¥2,850, the current price target is an average from 2 analysts. New target price is 19% above last closing price of JP¥2,562. Stock is up 5.7% over the past year. The company is forecast to post earnings per share of JP¥121 for next year compared to JP¥35.50 last year.
공시 • Jun 09Nankai Electric Railway Co., Ltd. to Report Q1, 2023 Results on Aug 01, 2022Nankai Electric Railway Co., Ltd. announced that they will report Q1, 2023 results on Aug 01, 2022
Reported Earnings • Apr 30Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: JP¥35.50 (up from JP¥16.43 loss in FY 2021). Revenue: JP¥201.8b (up 5.8% from FY 2021). Net income: JP¥4.02b (up JP¥5.88b from FY 2021). Profit margin: 2.0% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Revenue missed analyst estimates by 2.8%. Earnings per share (EPS) also missed analyst estimates by 25%. Over the next year, revenue is forecast to grow 7.5%, compared to a 21% growth forecast for the industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 57 percentage points per year, which is a significant difference in performance.
공시 • Apr 08Nankai Electric Railway Co., Ltd. to Report Fiscal Year 2022 Results on Apr 28, 2022Nankai Electric Railway Co., Ltd. announced that they will report fiscal year 2022 results on Apr 28, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 28 June 2022. Payout ratio is a comfortable 69% but the company is paying out more than the cash it is generating. Trailing yield: 1.0%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (1.3%).
Reported Earnings • Feb 02Third quarter 2022 earnings: EPS and revenues exceed analyst expectationsThird quarter 2022 results: EPS: JP¥31.67 (up from JP¥9.94 in 3Q 2021). Revenue: JP¥56.7b (up 14% from 3Q 2021). Net income: JP¥3.59b (up 219% from 3Q 2021). Profit margin: 6.3% (up from 2.3% in 3Q 2021). Revenue exceeded analyst estimates by 7.5%. Earnings per share (EPS) also surpassed analyst estimates. Over the next year, revenue is forecast to grow 9.6%, compared to a 18% growth forecast for the industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 59 percentage points per year, which is a significant difference in performance.
공시 • Jan 31+ 1 more updateNankai Electric Railway Co., Ltd. Provides Consolidated Earnings Guidance for the Full Year Ending March 31, 2022Nankai Electric Railway Co., Ltd. provided consolidated earnings guidance for the full year ending March 31, 2022. For the year, the company expects operating revenues of ¥206,400 million, operating profit of ¥10,400 million and profit attributable to owners of parent of ¥4,400 million or ¥38.84 basic per share.
Reported Earnings • Oct 31Second quarter 2022 earnings released: EPS JP¥13.41 (vs JP¥5.66 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥48.0b (up 1.7% from 2Q 2021). Net income: JP¥1.52b (up 137% from 2Q 2021). Profit margin: 3.2% (up from 1.4% in 2Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 58 percentage points per year, which is a significant difference in performance.
Reported Earnings • Aug 03First quarter 2022 earnings released: EPS JP¥0.60 (vs JP¥22.47 loss in 1Q 2021)The company reported a decent first quarter result with improved earnings and profit margins, although revenues were flat. First quarter 2022 results: Revenue: JP¥43.7b (flat on 1Q 2021). Net income: JP¥68.0m (up JP¥2.61b from 1Q 2021). Profit margin: 0.2% (up from net loss in 1Q 2021). Over the last 3 years on average, earnings per share has fallen by 54% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.
Reported Earnings • May 02Full year 2021 earnings released: JP¥16.43 loss per share (vs JP¥184 profit in FY 2020)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2021 results: Revenue: JP¥190.8b (down 16% from FY 2020). Net loss: JP¥1.86b (down 109% from profit in FY 2020). Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 19 June 2021. Trailing yield: 0.9%. Lower than top quartile of Japanese dividend payers (2.7%). Lower than average of industry peers (1.1%).
공시 • Mar 21Nankai Electric Railway Co., Ltd. to Report Fiscal Year 2021 Results on Apr 30, 2021Nankai Electric Railway Co., Ltd. announced that they will report fiscal year 2021 results on Apr 30, 2021
Is New 90 Day High Low • Mar 16New 90-day high: JP¥2,764The company is up 5.0% from a price of JP¥2,628 on 16 December 2020. Underperformed the Japanese market, which is up 10.0% over the last 90 days. Lagged the Transportation industry, which is up 12% over the same period.
Major Estimate Revision • Mar 02Analysts update estimatesThe company's losses in 2021 are expected to worsen with analysts lowering their consensus EPS forecasts from -JP¥4.41 to -JP¥7.06. Revenue estimate was approximately flat at JP¥183.7b. The Transportation industry in Japan is expected to see an average net income growth of 6.1% next year. The consensus price target of JP¥2,725 was unchanged from the last update. Share price stayed mostly flat at JP¥2,616 over the past week.
Reported Earnings • Feb 02Third quarter 2021 earnings released: EPS JP¥9.94 (vs JP¥53.76 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥49.9b (down 14% from 3Q 2020). Net income: JP¥1.13b (down 82% from 3Q 2020). Profit margin: 2.3% (down from 10% in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.
Price Target Changed • Dec 09Price target raised to JP¥2,725Up from JP¥2,500, the current price target is an average from 2 analysts. The new target price is close to the current share price of JP¥2,648. As of last close, the stock is down 11% over the past year.
Major Estimate Revision • Dec 09Analysts update estimatesThe 2021 consensus revenue estimate increased from JP¥179.3b to JP¥184.8b. The company is forecast to report a loss instead of a profit with analysts lowering their EPS forecasts from JP¥1.77 to -JP¥4.41 for the same period. The Transportation industry in Japan is expected to see an average net income growth of 12% next year. The consensus price target increased from JP¥2,500 to JP¥2,725. Share price stayed mostly flat at JP¥2,648 over the past week.
공시 • Dec 05Nankai Electric Railway Co., Ltd. to Report Q3, 2021 Results on Jan 29, 2021Nankai Electric Railway Co., Ltd. announced that they will report Q3, 2021 results on Jan 29, 2021
공시 • Oct 10Nankai Electric Railway Co., Ltd. to Report Q2, 2021 Results on Oct 30, 2020Nankai Electric Railway Co., Ltd. announced that they will report Q2, 2021 results on Oct 30, 2020
공시 • Jun 29Nankai Electric Railway Co., Ltd. to Report Q1, 2021 Results on Jul 31, 2020Nankai Electric Railway Co., Ltd. announced that they will report Q1, 2021 results on Jul 31, 2020