Nippon Soda, JP3726200003

Nippon Soda stock weighs 2026 profit against 2027 estimates

Published on 10/07/2026 at 06:09 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Nippon Soda stock faces JPY 152.1 billion of fiscal 2026 revenue after a 2 percent decline. Net income rose 21.72 percent to JPY 18.3 billion.

Nippon Soda, JP3726200003, Illustration mit AI erstellt.

Nippon Soda stock (ISIN JP3726200003) was trading at JPY 3,710 on the Tokyo Stock Exchange on October 7, 2026 at 12:52 p.m. JST, down 0.27 percent from the previous close. The key question is whether fiscal 2026 profit growth can offset weaker operating income and cautious fiscal 2027 guidance.

Fiscal 2026 revenue slips 2 percent

According to Investing.com, Nippon Soda reported fiscal 2026 revenue of JPY 152,091 million for the year ended March 31, 2026. Revenue was 2 percent lower than the prior fiscal year, while operating income fell 6.8 percent to JPY 14,971 million.

The operating comparison matters because the revenue decline was accompanied by a lower operating result, even as the company maintained a gross profit of JPY 45,027 million and an EBIT margin of 9.84 percent in fiscal 2026, according to Investing.com.

Nonoperating gains lift net income

Net income reached JPY 18,271 million in fiscal 2026, a 21.72 percent increase from the prior year, while basic earnings per share rose 23.48 percent to JPY 336.53, according to Investing.com. The earnings mix therefore deserves attention: ENVALITH says equity-method investment income reached JPY 6,055 million and gains from securities sales added JPY 5,067 million.

The same October 2, 2026 overview puts fiscal 2027 guidance at JPY 152,200 million of revenue, JPY 14,200 million of operating income and JPY 15,800 million of net income. That would mean revenue broadly stable, but operating income 5.15 percent below the fiscal 2026 level.

Analysts see limited upside

Investing.com reports a Buy consensus from 2 analysts. The average 12-month target is JPY 3,950, with a low of JPY 3,900 and a high of JPY 4,000.

Stock remains below yearly high

At JPY 3,710 on October 7, 2026, Nippon Soda stock stood JPY 490 below its 52-week high of JPY 4,200 and JPY 420 above its 52-week low of JPY 3,290. Market capitalization was JPY 198.9 billion, with volume at 35,500 shares.