Reported Earnings • May 20
Full year 2026 earnings released: EPS: JP¥102 (vs JP¥39.33 in FY 2025) Full year 2026 results: EPS: JP¥102 (up from JP¥39.33 in FY 2025). Revenue: JP¥1.19t (flat on FY 2025). Net income: JP¥11.7b (up 159% from FY 2025). Profit margin: 1.0% (up from 0.4% in FY 2025). Revenue is forecast to stay flat during the next 3 years compared to a 2.5% growth forecast for the Forestry industry in Europe. Over the last 3 years on average, earnings per share has increased by 87% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings. Board Change • May 20
Less than half of directors are independent There are 6 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Outside Director Yutaka Kunigo was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Duyuru • May 15
Nippon Paper Industries Co., Ltd., Annual General Meeting, Jun 26, 2026 Nippon Paper Industries Co., Ltd., Annual General Meeting, Jun 26, 2026. Duyuru • Mar 30
Nippon Paper Industries Co., Ltd. to Report Fiscal Year 2026 Results on May 15, 2026 Nippon Paper Industries Co., Ltd. announced that they will report fiscal year 2026 results at 9:00 AM, Tokyo Standard Time on May 15, 2026 Duyuru • Dec 24
Nippon Paper Industries Co., Ltd. to Report Q3, 2026 Results on Feb 06, 2026 Nippon Paper Industries Co., Ltd. announced that they will report Q3, 2026 results on Feb 06, 2026 Duyuru • Sep 25
Nippon Paper Industries Co., Ltd. to Report Q2, 2026 Results on Nov 06, 2025 Nippon Paper Industries Co., Ltd. announced that they will report Q2, 2026 results on Nov 06, 2025 Duyuru • Jun 24
Nippon Paper Industries Co., Ltd. to Report Q1, 2026 Results on Aug 06, 2025 Nippon Paper Industries Co., Ltd. announced that they will report Q1, 2026 results on Aug 06, 2025 Duyuru • May 15
Nippon Paper Industries Co., Ltd., Annual General Meeting, Jun 27, 2025 Nippon Paper Industries Co., Ltd., Annual General Meeting, Jun 27, 2025. Duyuru • Mar 20
Nippon Paper Industries Co., Ltd. to Report Fiscal Year 2025 Results on May 15, 2025 Nippon Paper Industries Co., Ltd. announced that they will report fiscal year 2025 results on May 15, 2025 Duyuru • Dec 20
Nippon Paper Industries Co., Ltd. to Report Q3, 2025 Results on Feb 07, 2025 Nippon Paper Industries Co., Ltd. announced that they will report Q3, 2025 results on Feb 07, 2025 Reported Earnings • Nov 08
Second quarter 2025 earnings released: JP¥97.59 loss per share (vs JP¥35.56 loss in 2Q 2024) Second quarter 2025 results: JP¥97.59 loss per share (further deteriorated from JP¥35.56 loss in 2Q 2024). Revenue: JP¥297.5b (flat on 2Q 2024). Net loss: JP¥11.3b (loss widened 175% from 2Q 2024). Revenue is forecast to stay flat during the next 3 years compared to a 4.4% growth forecast for the Forestry industry in Europe. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings. Duyuru • Oct 01
Nippon Paper Industries Co., Ltd.(TSE:3863) dropped from Nikkei 225 Index Nippon Paper Industries Co., Ltd. has been dropped from the Nikkei 225 Index. Duyuru • Sep 21
Nippon Paper Industries Co., Ltd. to Report Q2, 2025 Results on Nov 06, 2024 Nippon Paper Industries Co., Ltd. announced that they will report Q2, 2025 results on Nov 06, 2024 Duyuru • Aug 28
A&A Material Corporation (TSE:5391) agreed to acquire Daishowa Uniboard Co., Ltd. from Nippon Paper Industries Co., Ltd. (TSE:3863). A&A Material Corporation (TSE:5391) agreed to acquire Daishowa Uniboard Co., Ltd. from Nippon Paper Industries Co., Ltd. (TSE:3863) on August 27, 2024. The expected completion of the transaction is October 1, 2024. New Risk • Aug 16
New major risk - Revenue and earnings growth Earnings are forecast to decline by an average of 0.7% 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 Interest payments are not well covered by earnings (2.2x net interest cover). Earnings are forecast to decline by an average of 0.7% per year for the foreseeable future. Minor Risk Large one-off items impacting financial results. Duyuru • Jun 22
Nippon Paper Industries Co., Ltd. to Report Q1, 2025 Results on Aug 07, 2024 Nippon Paper Industries Co., Ltd. announced that they will report Q1, 2025 results on Aug 07, 2024 Reported Earnings • May 19
Full year 2024 earnings released: EPS: JP¥197 (vs JP¥436 loss in FY 2023) Full year 2024 results: EPS: JP¥197 (up from JP¥436 loss in FY 2023). Revenue: JP¥1.17t (up 1.3% from FY 2023). Net income: JP¥22.7b (up JP¥73.2b from FY 2023). Profit margin: 1.9% (up from net loss in FY 2023). Revenue is forecast to stay flat during the next 3 years compared to a 4.3% growth forecast for the Forestry industry in Europe. Over the last 3 years on average, earnings per share has fallen by 59% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings. Duyuru • May 01
Nippon Paper Industries Co., Ltd., Annual General Meeting, Jun 27, 2024 Nippon Paper Industries Co., Ltd., Annual General Meeting, Jun 27, 2024. Duyuru • Mar 21
Nippon Paper Industries Co., Ltd. to Report Fiscal Year 2024 Results on May 15, 2024 Nippon Paper Industries Co., Ltd. announced that they will report fiscal year 2024 results on May 15, 2024 Buy Or Sell Opportunity • Feb 13
Now 20% undervalued Over the last 90 days, the stock has risen 6.3% to €8.40. The fair value is estimated to be €10.52, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.2% over the last 3 years. Meanwhile, the company became loss making. Reported Earnings • Feb 11
Third quarter 2024 earnings released: EPS: JP¥9.30 (vs JP¥31.37 loss in 3Q 2023) Third quarter 2024 results: EPS: JP¥9.30 (up from JP¥31.37 loss in 3Q 2023). Revenue: JP¥290.6b (down 2.6% from 3Q 2023). Net income: JP¥1.07b (up JP¥4.70b from 3Q 2023). Profit margin: 0.4% (up from net loss in 3Q 2023). Revenue is forecast to stay flat during the next 3 years compared to a 2.4% growth forecast for the Forestry industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 95 percentage points per year, which is a significant difference in performance. Buying Opportunity • Jan 09
Now 21% undervalued after recent price drop Over the last 90 days, the stock is down 7.5%. The fair value is estimated to be €10.08, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.2% over the last 3 years. Earnings per share has declined by 108%. Duyuru • Dec 21
Nippon Paper Industries Co., Ltd. to Report Q3, 2024 Results on Feb 09, 2024 Nippon Paper Industries Co., Ltd. announced that they will report Q3, 2024 results on Feb 09, 2024 Buying Opportunity • Dec 16
Now 20% undervalued after recent price drop Over the last 90 days, the stock is down 4.0%. The fair value is estimated to be €10.48, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.2% over the last 3 years. Earnings per share has declined by 108%. Reported Earnings • Nov 12
Second quarter 2024 earnings released: JP¥35.56 loss per share (vs JP¥120 loss in 2Q 2023) Second quarter 2024 results: JP¥35.56 loss per share (improved from JP¥120 loss in 2Q 2023). Revenue: JP¥296.5b (up 3.6% from 2Q 2023). Net loss: JP¥4.10b (loss narrowed 70% from 2Q 2023). Revenue is forecast to stay flat during the next 3 years compared to a 1.8% growth forecast for the Forestry industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 101 percentage points per year, which is a significant difference in performance. Buying Opportunity • Nov 09
Now 21% undervalued after recent price drop Over the last 90 days, the stock is down 5.1%. The fair value is estimated to be €9.33, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.4% over the last 3 years. Meanwhile, the company became loss making. Duyuru • Sep 22
Nippon Paper Industries Co., Ltd. to Report Q2, 2024 Results on Nov 10, 2023 Nippon Paper Industries Co., Ltd. announced that they will report Q2, 2024 results on Nov 10, 2023 Reported Earnings • Aug 08
First quarter 2024 earnings released: JP¥45.62 loss per share (vs JP¥70.95 loss in 1Q 2023) First quarter 2024 results: JP¥45.62 loss per share (improved from JP¥70.95 loss in 1Q 2023). Revenue: JP¥287.4b (up 8.6% from 1Q 2023). Net loss: JP¥5.27b (loss narrowed 36% from 1Q 2023). Revenue is forecast to stay flat during the next 3 years, in line with the revenue forecast for the Forestry industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 108 percentage points per year, which is a significant difference in performance. Duyuru • May 28
Nippon Paper Industries Co., Ltd. to Report Q1, 2024 Results on Aug 07, 2023 Nippon Paper Industries Co., Ltd. announced that they will report Q1, 2024 results on Aug 07, 2023 Buying Opportunity • May 27
Now 21% undervalued Over the last 90 days, the stock is up 7.7%. The fair value is estimated to be €9.63, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.0% over the last 3 years. Meanwhile, the company became loss making. Reported Earnings • May 19
Full year 2023 earnings released: JP¥436 loss per share (vs JP¥17.23 profit in FY 2022) Full year 2023 results: JP¥436 loss per share (down from JP¥17.23 profit in FY 2022). Revenue: JP¥1.15t (up 10% from FY 2022). Net loss: JP¥50.4b (down JP¥52.4b from profit in FY 2022). Revenue is forecast to stay flat during the next 3 years, in line with the revenue forecast for the Forestry industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 98 percentage points per year, which is a significant difference in performance. Duyuru • May 17
Nippon Paper Industries Co., Ltd., Annual General Meeting, Jun 29, 2023 Nippon Paper Industries Co., Ltd., Annual General Meeting, Jun 29, 2023. Reported Earnings • Feb 15
Third quarter 2023 earnings released: JP¥31.37 loss per share (vs JP¥1.65 profit in 3Q 2022) Third quarter 2023 results: JP¥31.37 loss per share (down from JP¥1.65 profit in 3Q 2022). Revenue: JP¥298.5b (up 12% from 3Q 2022). Net loss: JP¥3.62b (down JP¥3.82b from profit in 3Q 2022). Revenue is forecast to stay flat during the next 3 years, in line with the revenue forecast for the Forestry industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 77 percentage points per year, which is a significant difference in performance. Duyuru • Dec 07
Nippon Paper Industries Co., Ltd. to Report Q3, 2023 Results on Feb 28, 2023 Nippon Paper Industries Co., Ltd. announced that they will report Q3, 2023 results on Feb 28, 2023 Board Change • Nov 16
Less than half of directors are independent Following the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 8 non-independent directors. Independent Outside Director Yutaka Kunigo was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Reported Earnings • Nov 11
Second quarter 2023 earnings released: JP¥120 loss per share (vs JP¥2.81 profit in 2Q 2022) Second quarter 2023 results: JP¥120 loss per share (down from JP¥2.81 profit in 2Q 2022). Revenue: JP¥286.1b (up 11% from 2Q 2022). Net loss: JP¥13.9b (down JP¥14.2b from profit in 2Q 2022). Revenue is forecast to stay flat during the next 3 years, in line with the revenue forecast for the Forestry industry in Europe. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has only fallen by 27% per year, which means it has not declined as severely as earnings. Duyuru • Sep 11
Nippon Paper Industries Co., Ltd. to Report Q2, 2023 Results on Nov 09, 2022 Nippon Paper Industries Co., Ltd. announced that they will report Q2, 2023 results on Nov 09, 2022 Reported Earnings • Aug 07
First quarter 2023 earnings released: JP¥70.95 loss per share (vs JP¥16.20 profit in 1Q 2022) First quarter 2023 results: JP¥70.95 loss per share (down from JP¥16.20 profit in 1Q 2022). Revenue: JP¥264.8b (up 5.7% from 1Q 2022). Net loss: JP¥8.20b (down JP¥10.1b from profit in 1Q 2022). Over the next year, revenue is forecast to grow 1.9%, compared to a 2.9% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has fallen by 22% per year, which means it is significantly lagging earnings. Duyuru • Jun 02
Nippon Paper Industries Co., Ltd. to Report Q1, 2023 Results on Aug 05, 2022 Nippon Paper Industries Co., Ltd. announced that they will report Q1, 2023 results on Aug 05, 2022 Reported Earnings • May 17
Full year 2022 earnings released: EPS: JP¥17.23 (vs JP¥27.67 in FY 2021) Full year 2022 results: EPS: JP¥17.23 (down from JP¥27.67 in FY 2021). Revenue: JP¥1.05t (up 3.7% from FY 2021). Net income: JP¥1.99b (down 38% from FY 2021). Profit margin: 0.2% (down from 0.3% in FY 2021). Over the next year, revenue is forecast to stay flat compared to a 8.4% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 85% per year but the company’s share price has fallen by 24% per year, which means it is significantly lagging earnings. Duyuru • May 15
Nippon Paper Industries Co., Ltd., Annual General Meeting, Jun 29, 2022 Nippon Paper Industries Co., Ltd., Annual General Meeting, Jun 29, 2022. Board Change • Apr 28
Less than half of directors are independent There are 6 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Outside Director Yutaka Kunigo was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Duyuru • Apr 07
Nippon Paper Industries Co., Ltd. to Report Fiscal Year 2022 Results on May 13, 2022 Nippon Paper Industries Co., Ltd. announced that they will report fiscal year 2022 results on May 13, 2022 Upcoming Dividend • Mar 23
Upcoming dividend of JP¥30.00 per share Eligible shareholders must have bought the stock before 30 March 2022. Payment date: 30 June 2022. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 3.7%. Within top quartile of German dividend payers (3.6%). Higher than average of industry peers (3.3%). Reported Earnings • Feb 08
Third quarter 2022 earnings: EPS in line with analyst expectations despite revenue beat Third quarter 2022 results: EPS: JP¥1.65 (down from JP¥89.90 in 3Q 2021). Revenue: JP¥265.6b (down 2.2% from 3Q 2021). Net income: JP¥191.0m (down 98% from 3Q 2021). Profit margin: 0.1% (down from 3.8% in 3Q 2021). Revenue exceeded analyst estimates by 3.0%. Over the next year, revenue is forecast to stay flat compared to a 4.5% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 99% per year but the company’s share price has fallen by 19% per year, which means it is significantly lagging earnings. Reported Earnings • Nov 06
Second quarter 2022 earnings released: EPS JP¥2.81 (vs JP¥36.85 loss in 2Q 2021) The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥257.9b (up 5.9% from 2Q 2021). Net income: JP¥325.0m (up JP¥4.58b from 2Q 2021). Profit margin: 0.1% (up from net loss in 2Q 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 91% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings. Upcoming Dividend • Sep 22
Upcoming dividend of JP¥10.00 per share Eligible shareholders must have bought the stock before 29 September 2021. Payment date: 01 December 2021. Trailing yield: 3.3%. Within top quartile of German dividend payers (3.2%). Higher than average of industry peers (2.9%). Duyuru • Jun 24
Nippon Paper Industries Co., Ltd. (TSE:3863) acquired an unknown minority stake in Elopak ASA (OB:ELO). Nippon Paper Industries Co., Ltd. (TSE:3863) acquired an unknown minority stake in Elopak ASA (OB:ELO) on June 22, 2021.
Nippon Paper Industries Co., Ltd. (TSE:3863) completed the acquisition of an unknown minority stake in Elopak ASA (OB:ELO) on June 22, 2021. Reported Earnings • May 19
Full year 2021 earnings released: EPS JP¥27.67 (vs JP¥123 in FY 2020) The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥1.01t (down 3.5% from FY 2020). Net income: JP¥3.20b (down 78% from FY 2020). Profit margin: 0.3% (down from 1.4% in FY 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings. Upcoming Dividend • Mar 24
Upcoming dividend of JP¥30.00 per share Eligible shareholders must have bought the stock before 30 March 2021. Payment date: 26 June 2021. Trailing yield: 2.8%. Lower than top quartile of German dividend payers (3.3%). In line with average of industry peers (2.7%). Duyuru • Mar 04
Nippon Paper Industries Co., Ltd. to Report Fiscal Year 2021 Results on May 14, 2021 Nippon Paper Industries Co., Ltd. announced that they will report fiscal year 2021 results on May 14, 2021 Analyst Estimate Surprise Post Earnings • Feb 07
Revenue beats expectations Revenue exceeded analyst estimates by 2.4%. Over the next year, revenue is forecast to grow 2.6% while theForestry industry in Germany is not expected to grow. Reported Earnings • Feb 07
Third quarter 2021 earnings released: EPS JP¥89.90 (vs JP¥6.46 in 3Q 2020) The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥271.5b (up 4.7% from 3Q 2020). Net income: JP¥10.4b (up JP¥9.64b from 3Q 2020). Profit margin: 3.8% (up from 0.3% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings. Is New 90 Day High Low • Jan 29
New 90-day high: €10.30 The company is up 10.0% from its price of €9.37 on 30 October 2020. The German market is up 20% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Forestry industry, which is up 21% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €11.87 per share. Duyuru • Dec 03
Nippon Paper Industries Co., Ltd. to Report Q3, 2021 Results on Feb 05, 2021 Nippon Paper Industries Co., Ltd. announced that they will report Q3, 2021 results on Feb 05, 2021 Is New 90 Day High Low • Nov 26
New 90-day low: €9.26 The company is down 11% from its price of €10.45 on 27 August 2020. The German market is up 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Forestry industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €2.38 per share. Reported Earnings • Nov 15
Second quarter 2021 earnings released: JP¥36.85 loss per share The company reported a poor second quarter result with weaker earnings, revenues and control over expenses. Second quarter 2021 results: Revenue: JP¥243.6b (down 7.7% from 2Q 2020). Net loss: JP¥4.26b (down 178% from profit in 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 19% per year whereas the company’s share price has fallen by 16% per year. Analyst Estimate Surprise Post Earnings • Nov 15
Revenue misses expectations Revenue missed analyst estimates by 7.7%. Over the next year, revenue is forecast to grow 4.6% compared to a 1.5% decline forecast for the Forestry industry in Germany. Analyst Estimate Surprise Post Earnings • Nov 07
Revenue misses expectations Revenue missed analyst estimates by 7.7%. Over the next year, revenue is forecast to grow 4.6% compared to a 1.6% decline forecast for the Forestry industry in Germany. Reported Earnings • Nov 07
Second quarter 2021 earnings released: JP¥36.85 loss per share The company reported a poor second quarter result with weaker earnings, revenues and control over expenses. Second quarter 2021 results: Revenue: JP¥243.6b (down 7.7% from 2Q 2020). Net loss: JP¥4.26b (down 178% from profit in 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 19% per year whereas the company’s share price has fallen by 16% per year. Is New 90 Day High Low • Oct 21
New 90-day low: €9.51 The company is down 17% from its price of €11.45 on 22 July 2020. The German market is down 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Forestry industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €2.42 per share. Is New 90 Day High Low • Oct 02
New 90-day low: €10.16 The company is down 12% from its price of €11.61 on 03 July 2020. The German market is up 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Forestry industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €2.42 per share. Duyuru • Sep 03
Nippon Paper Industries Co., Ltd. to Report Q2, 2021 Results on Nov 05, 2020 Nippon Paper Industries Co., Ltd. announced that they will report Q2, 2021 results on Nov 05, 2020