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Nippon Sanso Holdings Earnings Calls
| Release date | Oct 30, 2025 |
| EPS estimate | $0.475 |
| EPS actual | $0.456 |
| EPS Surprise | -4.00% |
| Revenue estimate | 2.134B |
| Revenue actual | 2.284B |
| Revenue Surprise | 7.00% |
| Release date | Jul 31, 2025 |
| EPS estimate | $0.487 |
| EPS actual | $0.453 |
| EPS Surprise | -7.04% |
| Revenue estimate | 2.195B |
| Revenue actual | 2.174B |
| Revenue Surprise | -0.99% |
| Release date | May 12, 2025 |
| EPS estimate | $0.408 |
| EPS actual | $0.338 |
| EPS Surprise | -17.08% |
| Revenue estimate | 2.336B |
| Revenue actual | 2.316B |
| Revenue Surprise | -0.88% |
| Release date | Feb 05, 2025 |
| EPS estimate | $0.434 |
| EPS actual | $0.416 |
| EPS Surprise | -4.13% |
| Revenue estimate | 2.231B |
| Revenue actual | 2.087B |
| Revenue Surprise | -6.42% |
Last 4 Quarters for Nippon Sanso Holdings
Below you can see how TYNPF performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Feb 05, 2025 |
| Price on release | $29.22 |
| EPS estimate | $0.434 |
| EPS actual | $0.416 |
| EPS surprise | -4.13% |
| Date | Price |
|---|---|
| Jan 30, 2025 | $27.30 |
| Jan 31, 2025 | $27.30 |
| Feb 03, 2025 | $29.19 |
| Feb 04, 2025 | $29.22 |
| Feb 05, 2025 | $29.22 |
| Feb 06, 2025 | $29.22 |
| Feb 07, 2025 | $31.20 |
| Feb 10, 2025 | $29.12 |
| Feb 11, 2025 | $29.12 |
| 4 days before | 7.03% |
| 4 days after | -0.342% |
| On release day | 0% |
| Change in period | 6.67% |
| Release date | May 12, 2025 |
| Price on release | $34.77 |
| EPS estimate | $0.408 |
| EPS actual | $0.338 |
| EPS surprise | -17.08% |
| Date | Price |
|---|---|
| May 06, 2025 | $33.38 |
| May 07, 2025 | $34.46 |
| May 08, 2025 | $34.43 |
| May 09, 2025 | $34.46 |
| May 12, 2025 | $34.77 |
| May 13, 2025 | $34.77 |
| May 14, 2025 | $34.96 |
| May 15, 2025 | $34.77 |
| May 16, 2025 | $35.92 |
| 4 days before | 4.15% |
| 4 days after | 3.31% |
| On release day | 0% |
| Change in period | 7.60% |
| Release date | Jul 31, 2025 |
| Price on release | $33.99 |
| EPS estimate | $0.487 |
| EPS actual | $0.453 |
| EPS surprise | -7.04% |
| Date | Price |
|---|---|
| Jul 25, 2025 | $37.09 |
| Jul 28, 2025 | $39.82 |
| Jul 29, 2025 | $39.68 |
| Jul 30, 2025 | $40.04 |
| Jul 31, 2025 | $33.99 |
| Aug 01, 2025 | $37.91 |
| Aug 04, 2025 | $38.56 |
| Aug 05, 2025 | $38.18 |
| Aug 06, 2025 | $38.62 |
| 4 days before | -8.37% |
| 4 days after | 13.63% |
| On release day | 11.53% |
| Change in period | 4.12% |
| Release date | Oct 30, 2025 |
| Price on release | $34.64 |
| EPS estimate | $0.475 |
| EPS actual | $0.456 |
| EPS surprise | -4.00% |
| Date | Price |
|---|---|
| Oct 24, 2025 | $33.18 |
| Oct 27, 2025 | $34.74 |
| Oct 28, 2025 | $34.31 |
| Oct 29, 2025 | $31.77 |
| Oct 30, 2025 | $34.64 |
| Oct 31, 2025 | $32.53 |
| Nov 03, 2025 | $32.48 |
| Nov 04, 2025 | $33.30 |
| Nov 05, 2025 | $32.05 |
| 4 days before | 4.41% |
| 4 days after | -7.49% |
| On release day | -6.10% |
| Change in period | -3.41% |
Nippon Sanso Holdings Earnings Call Transcript Summary of Q3 2025
Nippon Sanso Holdings (NSHD) reported Q3 FYE2025 results with revenue up 3.8% (1.2% ex-FX) and core operating income (COI) up 7.5% (4.5% ex-FX). COI margin improved 50 bps to 14.1% and EBITDA margin improved 50 bps to 23%, driven by price management, productivity and operational-excellence initiatives; these gains were partly offset by lower volumes and cost inflation. The company kept full-year sales guidance unchanged at ¥1.3 trillion but raised COI guidance by ¥8 billion to ¥185 billion and operating income by ¥1 billion, reflecting better pricing, productivity and a currency tailwind (assumed USD/JPY ¥152.45, EUR/JPY ¥165.83 for Q4). Cash flow: operating cash flow year-to-date improved ~¥24 billion (≈19%); free cash flow declined ~31% YTD due to higher CapEx and M&A. Balance-sheet actions: NSHD refinanced ¥75 billion of hybrid debt in Q3 (¥175 billion refinanced in ~1 year), converting hybrids to clean debt and lowering effective interest cost by ~90 bps p.a. CapEx/backlog: backlog for projects ≥¥500m was ~¥170 billion (up slightly vs Q2), with ~45% environment/hydrogen-related or energy-efficiency-linked projects. M&A: announced two strategic acquisitions expected to close mid‑2025 subject to approvals — Coregas Group (100% purchase from Wesfarmers) to significantly expand NSHD’s industrial-gas presence in Australia and add New Zealand operations; and Esteve Teijin Healthcare (Spain) to strengthen and expand homecare/medical-gas services in Europe. Regional highlights: Japan revenue slightly down (deconsolidation of an LP gas subsidiary) but segment profit up on price and productivity; US revenue was impacted by volume softness but segment income rose on pricing and cost discipline; Europe saw strong volume and equipment sales with notable margin improvement; Asia & Oceania revenue growth led by Australia and electronics-related sales though segment profit dipped slightly. Capital-allocation stance: management reiterated commitment to continued CapEx and M&A to support growth and market ranking, noting the D/E 0.7 target may be temporarily breached for value-accretive deals. Risks/notes: volume softness in certain gas products (helium, some packaged gases), semiconductor demand variability (memory vs AI logic), project/civil-cost risk is monitored, and acquisitions and large projects are subject to regulatory approvals.
