Nippon Yusen Kabushiki Kaisha

2026/10/29 11:49 Updated
Market Cap: $18.5B (¥2.9T)
Stock Price: $45.73 (¥7,225)
Exchange Rate: 1 USD = ¥157.98

Notice of Revision to Earnings Guidance for Fiscal Year Ending March 2027

Revised upward the consolidated earnings guidance for the cumulative second quarter and full year of the fiscal year ending March 2027. Revenue for the cumulative second quarter was raised from 1,440,000 hundred million yen to 1,505,000 hundred million yen (change 65,000 hundred million yen, +4.5%), and full-year revenue from 2,881,000 hundred million yen to 3,000,000 hundred million yen (change 119,000 hundred million yen, +4.1%). Ordinary income, net income attributable to owners of parent, and net income per share were also revised upward. The primary drivers are stronger-than-expected container freight market conditions and robust dry bulk/energy markets. Exchange rate and fuel price assumptions are also disclosed.

Importance:
Page Updated: October 29, 2026
IR Disclosure Date: October 29, 2026

Key Figures

  • Revenue (Full Year): 3,000,000 hundred million yen
  • Ordinary Income (Full Year): 335,000 hundred million yen
  • Net Income Attributable to Owners of Parent (Full Year): 330,000 hundred million yen

AI要約

Overview of Revision to Earnings Guidance

Nippon Yusen Kabushiki Kaisha has revised its consolidated earnings guidance for the cumulative second quarter and full year of the fiscal year ending March 2027. Cumulative second-quarter revenue was raised above the prior guidance to 1,505,000 hundred million yen. Operating income is 114,000 hundred million yen, ordinary income is 213,000 hundred million yen, and net income attributable to owners of parent is 203,000 hundred million yen, with net income per share increasing from 502.67 yen to 817.36 yen. Full-year guidance was also revised upward to revenue of 3,000,000 hundred million yen, operating income of 210,000 hundred million yen, ordinary income of 335,000 hundred million yen, and net income attributable to owners of parent of 330,000 hundred million yen. The primary reasons are stronger-than-expected container freight market conditions and robust dry bulk and energy markets.

Outlook and Assumptions

The exchange rate assumptions are 160.47 yen/USD for the cumulative second quarter and 157.98 yen/USD for the full year. Fuel price assumptions are USD 759.88/MT (cumulative second quarter) → USD 802.32/MT (full year). This revision reflects market conditions exceeding prior expectations, and contribution from equity-method affiliate Ocean Network Express is also expected to increase.

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