FY2026 Q2 results point to a loss. Full-year forecast expects operating loss of -5 billion yen and net loss of -40 billion yen, reflecting impacts from the Kumamoto earthquake and the NDP incident. Progressing Medium-Term Plan 2030 including Opal reform, restructuring and asset review of the Yatsushiro Mill, discontinuation of graphic paper and pulp operations, and review of living-related businesses.<\/p>\n","protected":false},"comment_status":"open","ping_status":"closed","template":"","meta":{"Ticker":"","DATE":"","longName":"","company_name_ja":"","fullTimeEmployees":0,"address":"","phone":"","website":"","industry":"","sector":"","regularMarketPrice":0,"financialCurrency":"","marketCap":0,"fiftyTwoWeekLow":0,"fiftyTwoWeekHigh":0,"epsTrailingTwelveMonths":0,"epsForward":0,"bookValue":0,"totalRevenue":0,"OperatingIncome":0,"operatingMargins":0,"NetIncome":0,"profitMargins":0,"ebitda":0,"trailingPE":0,"forwardPE":0,"priceToBook":0,"returnOnEquity":0,"recommendationMean":0,"recommendationKey":"","targetMeanPrice":0,"numberOfAnalystOpinions":0,"analyst_earnings_data":"","dividendRate":0,"dividendYield":0,"payoutRatio":0,"totalEsg":0,"environmentScore":0,"socialScore":0,"governanceScore":0,"title":"","providerPublishTime":"","link":"","longBusinessSummary":"","longBusinessSummary_ja":"","quarterly_revenue":0,"quarterly_net_income":0,"quarterly_operating_profit":0,"enterprise_value":0,"price_fetched_at":"","company_officer_1_name":"","company_officer_1_title":"","company_officer_2_name":"","company_officer_2_title":"","company_officer_3_name":"","company_officer_3_title":"","company_officer_4_name":"","company_officer_4_title":"","company_officer_5_name":"","company_officer_5_title":"","company_officers_update_time":"","get_dividend_history_year1":0,"get_dividend_history_year2":0,"get_dividend_history_year3":0,"get_dividend_history_year4":0,"get_dividend_history_year5":0,"get_dividend_history_year6":0,"get_dividend_history_year7":0,"get_dividend_history_year8":0,"get_dividend_history_year9":0,"get_dividend_history_year10":0,"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"jir_stock_code":"3863","jir_company_name":"Nippon Paper Industries Co., Ltd.","jir_importance":"\u2605\u2605\u2605\u2605\u2605","jir_publication_date":"2026-11-06","jir_source_link":"https:\/\/japanir.jp\/wp-content\/uploads\/2026\/11\/3863-20261106-03.pdf","jir_short_summary":"FY2026 Q2 results point to a loss. Full-year forecast expects operating loss of -5 billion yen and net loss of -40 billion yen, reflecting impacts from the Kumamoto earthquake and the NDP incident. Progressing Medium-Term Plan 2030 including Opal reform, restructuring and asset review of the Yatsushiro Mill, discontinuation of graphic paper and pulp operations, and review of living-related businesses.","jir_summary":"### Summary of Results\nFor FY2026 Q2, consolidated revenue was 5,892 hundred million yen (YoY +7.3%), and operating income was 7 hundred million yen (YoY -92.1%), indicating a decline in profit. Results reflect weakness in overseas operations and impacts from the Kumamoto earthquake and the NDP incident. Recorded 38,000 million yen in special gain from sale of investment securities and 15,100 million yen in special losses related to disaster expenses, etc. The full-year FY2026 forecast anticipates a substantial deficit with an operating loss of -5 billion yen and a net loss of -40 billion yen.\n\n### Progress and Challenges of Medium-Term Plan 2030\nThe core strategies of the Medium-Term Management Plan 2030 are \"B\/S optimization,\" \"decisive structural reforms,\" and \"profitability improvement.\" Initiatives underway include discontinuation of graphic paper and pulp businesses, Opal reform, suspension of NPCE operations, integration of logistics subsidiaries, recovery and restructuring of the Yatsushiro Mill, and creation of new businesses using domestic timber. Under the Opal reform, the outlook for the second half indicates efforts aimed at improving the deficit.","jir_financial_highlights":"Revenue: 5,892 (Year-over-Year (YoY) +7.3%)\nOperating Income: 7 (Year-over-Year (YoY) -92.1%)\nOrdinary Income: 6 (Year-over-Year (YoY) -92.6%)\nNet Income Attributable to Owners of Parent: 53 (Year-over-Year (YoY) +597.6%)\nConsolidated Revenue (Full-year Forecast): 12,200 (Year-over-Year (YoY) +2.3%)\nFull-year Operating Income Forecast: \u25b250 (Year-over-Year (YoY) Unknown)\nFull-year Net Income Forecast: \u25b2400 (Year-over-Year (YoY) Unknown)","jir_category":"","jir_hashtags":"#NipponPaperIndustries, #FinancialResults, #MediumTermPlan2030, #OpalReform, #GlobalBusinessRestructuring","jir_key_figures":"Revenue 5,892 (hundred million yen)\nOperating Income 7 (hundred million yen)\nNet Income Attributable to Owners of Parent 53 (hundred million yen)\nFull-year Revenue 12,200 (hundred million yen)\nFull-year Operating Income \u25b250 (hundred million yen)\nFull-year Net Income \u25b2400 (hundred million yen)","jir_meta_title":"Nippon Paper Industries Co., Ltd. FY2026 Q2 Results & 2030 Plan Progress | Revenue 5,892 hundred million yen, Loss Forecast","jir_meta_description":"Overview of Nippon Paper Industries' FY2026 Q2 financial results and full-year outlook, segment conditions, and progress on Opal reform, structural reforms, and capital policy. Summarizes progress and future direction of Medium-Term Plan 2030.","jir_og_title":"Nippon Paper Industries Co., Ltd. | FY2026 Q2 Results and 2030 Plan Progress","jir_og_description":"Key points of FY2026 Q2 financial results and progress on Medium-Term Plan 2030. Summarizes loss forecast, breakdown of extraordinary gains\/losses, and main strategic directions.","jir_og_image_url":"\/assets\/og\/company-financial_summary.jpg","jir_chart_data_collection":"[{\"jir_chart_id\": \"revenue_trend\", \"jir_chart_type\": \"line\", \"jir_chart_title\": \"Revenue Trend\", \"jir_chart_json_data\": \"{...}\"}, {\"jir_chart_id\": \"operating_profit_trend\", \"jir_chart_type\": \"line\", \"jir_chart_title\": \"Operating Income Trend\", \"jir_chart_json_data\": \"{...}\"}, {\"jir_chart_id\": \"segment_revenue_breakdown\", \"jir_chart_type\": \"bar\", \"jir_chart_title\": \"Revenue by Segment\", \"jir_chart_json_data\": \"{...}\"}, {\"jir_chart_id\": \"margin_analysis\", \"jir_chart_type\": \"bar\", \"jir_chart_title\": \"Margin Analysis\", \"jir_chart_json_data\": \"{...}\"}, {\"jir_chart_id\": \"guidance_comparison\", \"jir_chart_type\": \"line\", \"jir_chart_title\": \"Forecast vs. Actual Comparison\", \"jir_chart_json_data\": \"{...}\"}]","ir_related_company":9368,"ir_release_date":"","ir_type":"","ir_is_new":false,"ir_document_url":"","jir_ir_type":"financial_summary","footnotes":""},"sector":[],"importance":[],"class_list":["post-142942","ir_release","type-ir_release","status-publish","hentry"],"yoast_head":"\n