Nippon Paper Industries Co., Ltd.

3863.T
Paper & Paper Products
2026/11/06 12:54 Updated
Market Cap: $916.0M (¥144.5B)
Stock Price: $7.94 (¥1,253)
Exchange Rate: 1 USD = ¥157.73

Fiscal Year Ending March 2027 Second Quarter (Interim) Financial Summary [Japanese GAAP] (Consolidated)

For the second quarter of the fiscal year ending March 2027, consolidated revenue was 632,319 million yen, up 7.3% year-over-year. Operating income was 715 million yen, down -92.1% year-over-year; ordinary income was 636 million yen, down -92.6% year-over-year; and interim net income attributable to owners of parent was 5,266 million yen, up 597.6% year-over-year. Special losses including disaster-related expenses were recorded in the interim period. The full-year forecast is to be confirmed based on the November revised outlook.

Importance:
Page Updated: November 6, 2026
IR Disclosure Date: November 6, 2026

Key Figures

  • Revenue: 632,319 million yen
  • Operating Income: 715 million yen
  • Interim Net Income Attributable to Owners of Parent: 5,266 million yen

AI要約

Overview of Results

Consolidated revenue for the interim period was 632,319 million yen, an increase of 7.3% year-over-year. Although operating income declined significantly due in part to foreign exchange impacts at overseas subsidiaries, cost reductions and price revisions contributed to an improvement in operating profit. By segment, revenue drivers varied across Paper & Paperboard, Household-related, Energy, and Woodbuilding/Construction segments. Special losses related to disasters and factory incidents were recorded. The full-year forecast requires revision based on the latest information, and future developments should be monitored closely.

Outlook and Impact

The full-year earnings forecast for the fiscal year ending March 2027 was previously set as TBD because a reasonable estimate including the impact of the ND P company's factory accident was difficult. Based on recent developments, revisions are being considered. Special gains and losses include disaster-related expenses, and insurance recoveries are expected to be recorded. The company will continue to pursue capital efficiency improvements and structural reforms under the Medium-Term Management Plan 2030.

Revenue Trend

Operating Income Trend

Segment Revenue Breakdown

Margin Analysis

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Nippon Paper Industries Co., Ltd.

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