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NIPPON PAINT, Jan-Sep (Cumulative 3Q) Net Income Increases by 39%, Jul-Sep Net Income Increases by 47%
4612 NIPPON PAINT HOLDINGS CO.,LTD. 【IFRS】
Earnings ReportNIPPON PAINT HOLDINGS CO.,LTD. <4612> [TSE Prime] announced its financial results (based on IFRS) after the market closed on November 14th (15:30). The consolidated net income for the cumulative third quarter of the fiscal year ending December 2025 (January to September) expanded 134 billion yen, an increase 38.6% compared to the same period last year. Progress toward the full-year plan of 162 billion yen was 82.9%, also surpassing the five-year average of 73.9%.
Based on the cumulative third-quarter performance announced by the company and the unchanged full-year plan, our calculation indicates that the consolidated net income for the October to December period (4Q) is expected to decrease 9.1% from the same period last year to 27.6 billion yen.
In the most recent three-month period, from July to September (3Q), the consolidated net income increased 47.2% from the same period last year, reaching 46.8 billion yen. The operating profit margin rose from 11.6% in the same period last year to 14.9%.
Kabutan News
Actual Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Progress Rate vs. First Half | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jan - Sep, 2023 | 1,085,878 | 131,625 | 127,042 | 93,444 | 39.8 | 78.7 | Nov 14, 2023 | IFRS |
| Jan - Sep, 2024 | 1,222,747 | 139,705 | 133,606 | 96,902 | 41.3 | 73.6 | Nov 14, 2024 | IFRS |
| Jan - Sep, 2025 | 1,318,378 | 190,579 | 182,552 | 134,336 | 57.2 | 80.8 | Nov 14, 2025 | IFRS |
| YoY | +7.8% | +36.4% | +36.6% | +38.6% | +38.6% |
Current Period Guidance
Second Half Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jul - Dec, 2024 | 821,577 | 95,186 | 91,630 | 62,288 | 26.5 | 8 | Feb 14, 2025 | IFRS |
| Jul - Dec, 2025 Guidance | 967,572 | 122,825 | 109,955 | 74,546 | 31.8 | 8 | Aug 8, 2025 | IFRS |
| YoY | +17.8% | +29.0% | +20.0% | +19.7% | +20.1% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Dec, 2023 | 1,442,574 | 168,745 | 161,500 | 118,476 | 50.5 | 14 | Feb 14, 2024 | IFRS |
| Dec, 2024 | 1,638,720 | 187,647 | 181,522 | 127,337 | 54.2 | 15 | Feb 14, 2025 | IFRS |
| Dec, 2025 Guidance | 1,820,000 | 244,000 | 226,000 | 162,000 | 69.2 | 16 | Apr 3, 2025 | IFRS |
| YoY | +11.1% | +30.0% | +24.5% | +27.2% | +27.6% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jul - Sep, 2024 | 405,604 | 47,244 | 43,714 | 31,853 | 13.6 | 11.6 | Nov 14, 2024 | IFRS |
| Oct - Dec, 2024 | 415,973 | 47,942 | 47,916 | 30,435 | 13.0 | 11.5 | Feb 14, 2025 | IFRS |
| Jan - Mar, 2025 | 405,724 | 51,432 | 48,193 | 36,998 | 15.8 | 12.7 | May 14, 2025 | IFRS |
| Apr - Jun, 2025 | 446,704 | 69,743 | 67,852 | 50,456 | 21.5 | 15.6 | Aug 8, 2025 | IFRS |
| Jul - Sep, 2025 | 465,950 | 69,404 | 66,507 | 46,882 | 20.0 | 14.9 | Nov 14, 2025 | IFRS |
| YoY | +14.9% | +46.9% | +52.1% | +47.2% | +47.2% |
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