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Revision of earnings forecasts3863Nippon Paper Industries Co.,Ltd.Materials and Chemicals

Notice Regarding Revisions to the Earnings Forecast

For the full-year consolidated earnings forecast for the fiscal year ending March 2027, all figures published on 15 May 2026, from net sales through earnings per share, have been changed to “Undetermined.” This is because the impact on earnings of the accident at the U.S. subsidiary’s plant and the earthquake damage to the Yatsushiro Plant cannot currently be reasonably estimated.

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43Recurring
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Revised forecast

Fiscal year ending March 2027 · Full yearPrevious forecast published 15 May 2026
Net Sales1,220,000→—million
—
Operating profit25,000→—million
—
Ordinary income18,000→—million
—
Profit attributable to owners of the parent10,000→—million
—
Net income per share86.72→—yen and sen
—

The bar length represents the relative magnitude of change, based on the item that changed the most in this document.

Reason for the revision

The company is confirming the circumstances surrounding the accident at NDP’s plant and the damage to the Yatsushiro Plant, but it is currently difficult to reasonably estimate the impact on the Group’s earnings. The company will make a timely disclosure once a reasonable forecast becomes possible.

Previous-period resultsFiscal year ended March 2026: net sales of ¥1,192,606 million, operating profit of ¥25,205 million, ordinary profit of ¥23,098 million, net income attributable to owners of the parent of ¥11,743 million, and earnings per share of ¥101.69.
Consolidated / non-consolidatedConsolidated
Revised forecast
ItemDetails
Net Sales¥1,220,000 million → To be determined
Operating profit¥25,000 million → To be determined
Ordinary income¥18,000 million → To be determined
Profit attributable to owners of the parent¥10,000 million → To be determined
Net income per share86.72 yen and sen → To be determined
Fiscal Period CoveredFiscal year ending March 2027
Period CoveredFull year
Publication date of previous forecast15 May 2026
Previous-period resultsFiscal year ended March 2026: net sales of ¥1,192,606 million, operating profit of ¥25,205 million, ordinary profit of ¥23,098 million, net income attributable to owners of the parent of ¥11,743 million, and earnings per share of ¥101.69.
Reason for the revisionThe company is confirming the circumstances surrounding the accident at NDP’s plant and the damage to the Yatsushiro Plant, but it is currently difficult to reasonably estimate the impact on the Group’s earnings. The company will make a timely disclosure once a reasonable forecast becomes possible.
Consolidated / non-consolidatedConsolidated
Items this document does not state (2)
Details and amount of extraordinary lossDividend forecast revision

These are items the company does not state in this document. We do not leave them blank, nor fill them in from other sources or by inference.

The reasons the company gives

The company's own explanation, not something inferred from the numbers.

The company is still confirming the status of the tank collapse accident at NDP’s plant and the damage caused by the Kumamoto Earthquake to the Yatsushiro Plant. At present, it is difficult to reasonably estimate the impact on the Group’s earnings. The company will make a timely disclosure once a reasonable forecast becomes possible.

How to read this page

This is not the documentKomori reads the disclosure the company filed and writes this summary. Figures are as stated by the company and are not audited.
Weight is not a verdictIt measures how much this changes what the company had already told the market. It is not a view on the shares.
Corrections happenIf the company reissues this disclosure, the page is rebuilt from the corrected version and the revision number moves up.
Notice Regarding Revisions to the Earnings Forecast | Nippon Paper Industries Co.,Ltd. (3863) timely disclosure | Komori