Announcement • Jun 19
Nippon Care Supply Co., Ltd. to Report Q1, 2027 Results on Jul 30, 2026 Nippon Care Supply Co., Ltd. announced that they will report Q1, 2027 results on Jul 30, 2026 New Risk • Jun 09
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 9.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company. Valuation Update With 7 Day Price Move • Jun 08
Investor sentiment improves as stock rises 26% After last week's 26% share price gain to JP¥3,025, the stock trades at a trailing P/E ratio of 20.8x. Average trailing P/E is 13x in the Healthcare industry in Japan. Total returns to shareholders of 109% over the past three years. Reported Earnings • May 13
Full year 2026 earnings released: EPS: JP¥145 (vs JP¥115 in FY 2025) Full year 2026 results: EPS: JP¥145 (up from JP¥115 in FY 2025). Revenue: JP¥34.9b (up 9.1% from FY 2025). Net income: JP¥2.26b (up 26% from FY 2025). Profit margin: 6.5% (up from 5.6% in FY 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 12% per year. Announcement • May 12
Nippon Care Supply Co., Ltd., Annual General Meeting, Jun 26, 2026 Nippon Care Supply Co., Ltd., Annual General Meeting, Jun 26, 2026. Announcement • May 09
Nippon Care Supply Co., Ltd. to Report Fiscal Year 2026 Results on May 12, 2026 Nippon Care Supply Co., Ltd. announced that they will report fiscal year 2026 results on May 12, 2026 Upcoming Dividend • Mar 23
Upcoming dividend of JP¥72.00 per share Eligible shareholders must have bought the stock before 30 March 2026. Payment date: 29 June 2026. Payout ratio is a comfortable 50% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.7%). Buy Or Sell Opportunity • Feb 03
Now 21% undervalued Over the last 90 days, the stock has risen 1.1% to JP¥2,450. The fair value is estimated to be JP¥3,082, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 13%. Reported Earnings • Jan 31
Third quarter 2026 earnings released: EPS: JP¥36.94 (vs JP¥30.31 in 3Q 2025) Third quarter 2026 results: EPS: JP¥36.94 (up from JP¥30.31 in 3Q 2025). Revenue: JP¥8.85b (up 8.3% from 3Q 2025). Net income: JP¥574.0m (up 22% from 3Q 2025). Profit margin: 6.5% (up from 5.8% in 3Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Dec 05
Nippon Care Supply Co., Ltd. to Report Q3, 2026 Results on Jan 30, 2026 Nippon Care Supply Co., Ltd. announced that they will report Q3, 2026 results on Jan 30, 2026 Reported Earnings • Oct 30
Second quarter 2026 earnings released: EPS: JP¥37.46 (vs JP¥27.61 in 2Q 2025) Second quarter 2026 results: EPS: JP¥37.46 (up from JP¥27.61 in 2Q 2025). Revenue: JP¥8.59b (up 7.6% from 2Q 2025). Net income: JP¥582.0m (up 36% from 2Q 2025). Profit margin: 6.8% (up from 5.4% in 2Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 18% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Sep 25
Nippon Care Supply Co., Ltd. to Report Q2, 2026 Results on Oct 29, 2025 Nippon Care Supply Co., Ltd. announced that they will report Q2, 2026 results on Oct 29, 2025 Reported Earnings • Jul 31
First quarter 2026 earnings released: EPS: JP¥29.86 (vs JP¥22.33 in 1Q 2025) First quarter 2026 results: EPS: JP¥29.86 (up from JP¥22.33 in 1Q 2025). Revenue: JP¥8.50b (up 11% from 1Q 2025). Net income: JP¥464.0m (up 34% from 1Q 2025). Profit margin: 5.5% (up from 4.5% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 12% per year. Board Change • Jul 05
High number of new and inexperienced directors There are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 4 experienced directors. 1 highly experienced director. Auditor Nao Kamishi is the most experienced director on the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors. Announcement • Jun 24
Nippon Care Supply Co., Ltd. to Report Q1, 2026 Results on Jul 30, 2025 Nippon Care Supply Co., Ltd. announced that they will report Q1, 2026 results on Jul 30, 2025 Reported Earnings • May 09
Full year 2025 earnings released: EPS: JP¥115 (vs JP¥102 in FY 2024) Full year 2025 results: EPS: JP¥115 (up from JP¥102 in FY 2024). Revenue: JP¥32.0b (up 12% from FY 2024). Net income: JP¥1.79b (up 14% from FY 2024). Profit margin: 5.6% (up from 5.5% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 13% per year, which means it is tracking significantly ahead of earnings growth. Announcement • May 08
Nippon Care Supply Co., Ltd., Annual General Meeting, Jun 26, 2025 Nippon Care Supply Co., Ltd., Annual General Meeting, Jun 26, 2025. Buy Or Sell Opportunity • Apr 10
Now 21% overvalued after recent price rise Over the last 90 days, the stock has risen 4.9% to JP¥2,010. The fair value is estimated to be JP¥1,660, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years, while earnings per share has been flat. Upcoming Dividend • Mar 21
Upcoming dividend of JP¥70.00 per share Eligible shareholders must have bought the stock before 28 March 2025. Payment date: 27 June 2025. Payout ratio is a comfortable 62% but the company is not cash flow positive. Trailing yield: 3.4%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.7%). Announcement • Mar 20
Nippon Care Supply Co., Ltd. to Report Fiscal Year 2025 Results on May 08, 2025 Nippon Care Supply Co., Ltd. announced that they will report fiscal year 2025 results on May 08, 2025 Buy Or Sell Opportunity • Mar 06
Now 20% overvalued after recent price rise Over the last 90 days, the stock has risen 4.1% to JP¥1,997. The fair value is estimated to be JP¥1,660, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years, while earnings per share has been flat. Reported Earnings • Feb 01
Third quarter 2025 earnings released: EPS: JP¥30.31 (vs JP¥24.65 in 3Q 2024) Third quarter 2025 results: EPS: JP¥30.31 (up from JP¥24.65 in 3Q 2024). Revenue: JP¥8.17b (up 12% from 3Q 2024). Net income: JP¥471.0m (up 23% from 3Q 2024). Profit margin: 5.8% (up from 5.2% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 9% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Dec 19
Nippon Care Supply Co., Ltd. to Report Q3, 2025 Results on Jan 31, 2025 Nippon Care Supply Co., Ltd. announced that they will report Q3, 2025 results on Jan 31, 2025 Reported Earnings • Oct 31
Second quarter 2025 earnings released: EPS: JP¥27.61 (vs JP¥25.87 in 2Q 2024) Second quarter 2025 results: EPS: JP¥27.61 (up from JP¥25.87 in 2Q 2024). Revenue: JP¥7.99b (up 14% from 2Q 2024). Net income: JP¥429.0m (up 6.7% from 2Q 2024). Profit margin: 5.4% (down from 5.8% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 8% per year, which means it is well ahead of earnings. Announcement • Aug 30
Nippon Care Supply Co., Ltd. to Report Q2, 2025 Results on Oct 29, 2024 Nippon Care Supply Co., Ltd. announced that they will report Q2, 2025 results on Oct 29, 2024 Reported Earnings • Aug 01
First quarter 2025 earnings released: EPS: JP¥22.33 (vs JP¥17.96 in 1Q 2024) First quarter 2025 results: EPS: JP¥22.33 (up from JP¥17.96 in 1Q 2024). Revenue: JP¥7.69b (up 13% from 1Q 2024). Net income: JP¥347.0m (up 24% from 1Q 2024). Profit margin: 4.5% (up from 4.1% in 1Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings. Announcement • Jun 17
Nippon Care Supply Co., Ltd. to Report Q1, 2025 Results on Jul 30, 2024 Nippon Care Supply Co., Ltd. announced that they will report Q1, 2025 results on Jul 30, 2024 New Risk • May 13
New minor risk - Shareholder dilution The company's shareholders have been diluted in the past year. Increase in shares outstanding: 4.5% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Shareholders have been diluted in the past year (4.5% increase in shares outstanding). Announcement • May 10
Nippon Care Supply Co., Ltd., Annual General Meeting, Jun 26, 2024 Nippon Care Supply Co., Ltd., Annual General Meeting, Jun 26, 2024. Reported Earnings • May 09
Full year 2024 earnings released: EPS: JP¥102 (vs JP¥97.44 in FY 2023) Full year 2024 results: EPS: JP¥102 (up from JP¥97.44 in FY 2023). Revenue: JP¥28.6b (up 10% from FY 2023). Net income: JP¥1.58b (up 4.2% from FY 2023). Profit margin: 5.5% (down from 5.8% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings. Upcoming Dividend • Mar 21
Upcoming dividend of JP¥70.00 per share Eligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 73% but the company is not cash flow positive. Trailing yield: 3.5%. Within top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (2.2%). Announcement • Mar 14
Nippon Care Supply Co., Ltd. to Report Fiscal Year 2024 Results on May 08, 2024 Nippon Care Supply Co., Ltd. announced that they will report fiscal year 2024 results on May 08, 2024 Reported Earnings • Feb 02
Third quarter 2024 earnings released: EPS: JP¥24.65 (vs JP¥27.87 in 3Q 2023) Third quarter 2024 results: EPS: JP¥24.65 (down from JP¥27.87 in 3Q 2023). Revenue: JP¥7.32b (up 11% from 3Q 2023). Net income: JP¥383.0m (down 12% from 3Q 2023). Profit margin: 5.2% (down from 6.6% in 3Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings. Announcement • Dec 27
Nippon Care Supply Co., Ltd. to Report Q3, 2024 Results on Jan 30, 2024 Nippon Care Supply Co., Ltd. announced that they will report Q3, 2024 results on Jan 30, 2024 Reported Earnings • Nov 01
Second quarter 2024 earnings released: EPS: JP¥25.87 (vs JP¥21.56 in 2Q 2023) Second quarter 2024 results: EPS: JP¥25.87 (up from JP¥21.56 in 2Q 2023). Revenue: JP¥6.98b (up 8.2% from 2Q 2023). Net income: JP¥402.0m (up 20% from 2Q 2023). Profit margin: 5.8% (up from 5.2% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings. Reported Earnings • Jul 29
First quarter 2024 earnings released: EPS: JP¥17.96 (vs JP¥20.27 in 1Q 2023) First quarter 2024 results: EPS: JP¥17.96 (down from JP¥20.27 in 1Q 2023). Revenue: JP¥6.80b (up 9.1% from 1Q 2023). Net income: JP¥279.0m (down 11% from 1Q 2023). Profit margin: 4.1% (down from 5.1% in 1Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings. Announcement • Jun 26
Nippon Care Supply Co., Ltd. to Report Q1, 2024 Results on Jul 28, 2023 Nippon Care Supply Co., Ltd. announced that they will report Q1, 2024 results on Jul 28, 2023 Announcement • May 12
Nippon Care Supply Co., Ltd., Annual General Meeting, Jun 28, 2023 Nippon Care Supply Co., Ltd., Annual General Meeting, Jun 28, 2023. Reported Earnings • May 12
Full year 2023 earnings released: EPS: JP¥97.44 (vs JP¥108 in FY 2022) Full year 2023 results: EPS: JP¥97.44 (down from JP¥108 in FY 2022). Revenue: JP¥25.9b (up 11% from FY 2022). Net income: JP¥1.51b (down 9.6% from FY 2022). Profit margin: 5.8% (down from 7.2% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings. Upcoming Dividend • Mar 23
Upcoming dividend of JP¥70.00 per share at 4.2% yield Eligible shareholders must have bought the stock before 30 March 2023. Payment date: 27 June 2023. Payout ratio is a comfortable 61% but the company is not cash flow positive. Trailing yield: 4.2%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.3%). Reported Earnings • Jan 31
Third quarter 2023 earnings released: EPS: JP¥27.87 (vs JP¥26.58 in 3Q 2022) Third quarter 2023 results: EPS: JP¥27.87 (up from JP¥26.58 in 3Q 2022). Revenue: JP¥6.57b (up 11% from 3Q 2022). Net income: JP¥433.0m (up 4.8% from 3Q 2022). Profit margin: 6.6% (down from 7.0% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has increased by 4% per year. Announcement • Dec 02
Nippon Care Supply Co., Ltd. to Report Q3, 2023 Results on Jan 30, 2023 Nippon Care Supply Co., Ltd. announced that they will report Q3, 2023 results on Jan 30, 2023 Board Change • Nov 16
No independent directors Following the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 6 non-independent directors. President & Representative Director Toshiya Takasaki was the last director to join the board, commencing their role in 2020. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model. Reported Earnings • Oct 30
Second quarter 2023 earnings released: EPS: JP¥21.56 (vs JP¥27.22 in 2Q 2022) Second quarter 2023 results: EPS: JP¥21.56 (down from JP¥27.22 in 2Q 2022). Revenue: JP¥6.45b (up 12% from 2Q 2022). Net income: JP¥335.0m (down 21% from 2Q 2022). Profit margin: 5.2% (down from 7.4% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 2% per year and the company’s share price has also increased by 2% per year. Announcement • Sep 18
Nippon Care Supply Co., Ltd. to Report Q2, 2023 Results on Oct 28, 2022 Nippon Care Supply Co., Ltd. announced that they will report Q2, 2023 results on Oct 28, 2022 Reported Earnings • Jul 31
First quarter 2023 earnings released: EPS: JP¥20.27 (vs JP¥25.81 in 1Q 2022) First quarter 2023 results: EPS: JP¥20.27 (down from JP¥25.81 in 1Q 2022). Revenue: JP¥6.23b (up 11% from 1Q 2022). Net income: JP¥315.0m (down 21% from 1Q 2022). Profit margin: 5.1% (down from 7.1% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 6% per year. Announcement • Jun 25
Nippon Care Supply Co., Ltd. to Report Q1, 2023 Results on Jul 29, 2022 Nippon Care Supply Co., Ltd. announced that they will report Q1, 2023 results on Jul 29, 2022 Announcement • May 12
Nippon Care Supply Co., Ltd., Annual General Meeting, Jun 24, 2022 Nippon Care Supply Co., Ltd., Annual General Meeting, Jun 24, 2022. Reported Earnings • May 11
Full year 2022 earnings released: EPS: JP¥108 (vs JP¥111 in FY 2021) Full year 2022 results: EPS: JP¥108 (down from JP¥111 in FY 2021). Revenue: JP¥23.3b (up 11% from FY 2021). Net income: JP¥1.68b (down 3.3% from FY 2021). Profit margin: 7.2% (down from 8.2% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 5% per year. Board Change • Apr 27
No independent directors Following the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 6 non-independent directors. President & Representative Director Toshiya Takasaki was the last director to join the board, commencing their role in 2020. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model. Announcement • Apr 07
Nippon Care Supply Co., Ltd. to Report Fiscal Year 2022 Results on May 10, 2022 Nippon Care Supply Co., Ltd. announced that they will report fiscal year 2022 results on May 10, 2022 Upcoming Dividend • Mar 23
Upcoming dividend of JP¥60.00 per share Eligible shareholders must have bought the stock before 30 March 2022. Payment date: 28 June 2022. Payout ratio is a comfortable 46% but the company is not cash flow positive. Trailing yield: 4.1%. Within top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (2.0%). Reported Earnings • Jan 30
Third quarter 2022 earnings: Revenues and EPS in line with analyst expectations Third quarter 2022 results: EPS: JP¥26.58 (down from JP¥28.96 in 3Q 2021). Revenue: JP¥5.94b (up 9.5% from 3Q 2021). Net income: JP¥413.0m (down 8.2% from 3Q 2021). Profit margin: 7.0% (down from 8.3% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 3% per year. Reported Earnings • Oct 29
Second quarter 2022 earnings released: EPS JP¥27.22 (vs JP¥30.12 in 2Q 2021) The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2022 results: Revenue: JP¥5.73b (up 13% from 2Q 2021). Net income: JP¥423.0m (down 9.6% from 2Q 2021). Profit margin: 7.4% (down from 9.2% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 4% per year. Reported Earnings • Aug 01
First quarter 2022 earnings released: EPS JP¥25.81 (vs JP¥31.47 in 1Q 2021) The company reported a soft first quarter result with weaker earnings and profit margins, although revenues improved. First quarter 2022 results: Revenue: JP¥5.61b (up 11% from 1Q 2021). Net income: JP¥401.0m (down 18% from 1Q 2021). Profit margin: 7.1% (down from 9.7% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 6% per year and the company’s share price has also increased by 6% per year. Reported Earnings • May 09
Full year 2021 earnings released: EPS JP¥111 (vs JP¥96.15 in FY 2020) The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥21.0b (up 10% from FY 2020). Net income: JP¥1.73b (up 16% from FY 2020). Profit margin: 8.2% (up from 7.8% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 8% per year. Upcoming Dividend • Mar 23
Upcoming dividend of JP¥46.00 per share Eligible shareholders must have bought the stock before 30 March 2021. Payment date: 26 June 2021. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (1.5%). Reported Earnings • Feb 03
Third quarter 2021 earnings released: EPS JP¥28.96 (vs JP¥20.02 in 3Q 2020) The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥5.42b (up 13% from 3Q 2020). Net income: JP¥450.0m (up 45% from 3Q 2020). Profit margin: 8.3% (up from 6.5% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 9% per year. Is New 90 Day High Low • Jan 22
New 90-day high: JP¥1,780 The company is up 6.0% from its price of JP¥1,683 on 23 October 2020. The Japanese market is up 14% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Healthcare industry, which is up 9.0% over the same period. Announcement • Sep 19
Nippon Care Supply Co., Ltd. to Report Q2, 2021 Results on Oct 29, 2020 Nippon Care Supply Co., Ltd. announced that they will report Q2, 2021 results on Oct 29, 2020