Rengo, JP3981400009

Rengo stock: Rengo raised packaging prices. Rengo stock faces January deliveries

Published on 10/24/2026 at 00:11 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS
Rengo posted JPY 275.75 billion revenue in fiscal first-quarter 2027. Rengo stock has a November 5, 2026 earnings date and JPY 1,810.00 target.

Pricing action and earnings calendar

  • Rengo announced a 10.00 percent packaging price increase on October 13, 2026.
  • Fiscal first-quarter revenue reached JPY 275.75 billion in 2027.
  • Rengo's next earnings release is scheduled for November 5, 2026.
Rengo, JP3981400009, Illustration mit AI erstellt.

Rengo (ISIN JP3981400009) announced on October 13, 2026 that it would raise prices for paperboard and paper-processing products by at least 10.00 percent from January 1, 2027 deliveries, according to Rengo. The company said rising costs had moved beyond what internal efficiency measures could absorb.

Three events shape the story

On August 5, 2026, Rengo reported fiscal first-quarter revenue of JPY 275.75 billion, net income of JPY 11.57 billion and GAAP earnings per share of JPY 46.97, according to Yahoo Finance. On October 5, 2026, the company disclosed purchases of 1,365,800 shares for JPY 2.11 billion during September, according to JapanIR. On October 13, 2026, Rengo announced the 10.00 percent price increase for January deliveries, according to YUKU News.

What does the 10.00 percent increase change?

The move gives Rengo a direct route to pass higher input costs into selling prices, although the company will set the exact increase separately for each customer and product. That distinction matters because 10.00 percent is the minimum benchmark, not a uniform increase across the portfolio. Rengo operates across paperboard, corrugated packaging, flexible packaging, heavy-duty packaging and overseas businesses.

Analysts tracked by MarketScreener put the average target at JPY 1,810.00 on October 22, 2026, compared with a last close of JPY 1,597.50. The gap places execution of the price increase alongside cash generation as the central test for the investment case.

Two dates define the next steps

Rengo's next earnings release is scheduled for November 5, 2026, while the announced price changes apply to deliveries from January 1, 2027, according to Yahoo Finance and YUKU News. The November report will show whether first-quarter revenue growth and the pricing response are translating into stronger operating performance.

Tokyo quote and company profile

Rengo closed at JPY 1,597.50 on the Tokyo Stock Exchange on October 23, 2026 at 3:30 p.m. JST. The company had a market capitalization of JPY 390.7 billion and a 52-week range of JPY 917.30 to JPY 1,665.00 as of October 23, 2026.

Rengo stock key facts

  • Company: Rengo Co., Ltd.
  • ISIN: JP3981400009
  • Ticker: 3941.T
  • Primary exchange: Tokyo Stock Exchange
  • Market capitalization: JPY 390.7 billion (as of October 23, 2026)
  • 52-week range: JPY 917.30-1,665.00 (as of October 23, 2026)
  • Sector / Industry: Consumer Cyclical / Packaging and Containers
  • Next earnings date: November 5, 2026

Market context: Market report Nikkei 225.

More news and analyses on Rengo stock

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