Nippon Paper Industries Co., Ltd. (3863.T)
Tokyo, JP
Established in 1949 and headquartered in Tokyo, Japan, Nippon Paper Industries Co., Ltd. operates as a global enterprise with a primary focus on paper manufacturing and a wide array of related businesses. The company's extensive product portfolio encompasses various paper types, including newsprint, printing, writing, and business communication papers, alongside a comprehensive range of household items such as facial and bath tissues, paper towels, wipes, personal care products like adult incontinence wear, and kitchen and wrapping papers. Beyond these, Nippon Paper provides diverse packaging solutions, from paperboards and paper packs to linerboard, corrugated mediums, and specialty converting papers, complemented by wet non-woven fabrics and advanced functional papers like its "wasa green" line. Their offerings also include manufacturing cartons, supplying filling machinery, and providing maintenance services. Furthermore, the company produces essential raw materials such as kraft and dissolving pulp, functional chemicals, coating resins, functional films, eco-friendly concrete admixtures utilizing fly ash, and cutting-edge cellulose nanofibers. Nippon Paper's broad operations extend to wood products, including logs, lumber, and building materials, as well as diversified ventures in the energy, agricultural, warehouse, transport, sports club, and leisure facility sectors.
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -1.22% | -7.08% | +1.75% | +20.03% | +38.01% | +24.23% | +41.50% | +28.85% | +2.68% | -27.20% | +0.76% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 1 | 0 |
| Buy | 0 | 0 |
| Hold | 4 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 1 | 0 |
-
Revenue growth Paper, Lumber & Forest Products: +0.4%+0.9% ★ Q1'26: +2.3% (vs Q1'25)
-
EPS growth Paper, Lumber & Forest Products: -12.0%+158.6% ★ Q1'26: -11.0% (vs Q1'25)
-
FCF margin FCF growth · Paper, Lumber & Forest Products: +37.3%+0.5% Q1'26: +0.0% (vs Q1'25)
-
EBIT margin Paper, Lumber & Forest Products: +5.4%+2.1% Q1'26: +3.4% (vs Q1'25)
-
ROIC Paper, Lumber & Forest Products: +2.9%+1.3% Q1'26: +2.0% (vs Q1'25)
-
Share dilution Paper, Lumber & Forest Products: +0.0%+0.1% Q1'26: +0.0% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Paper, Lumber & Forest Products: 0.66×9.92× Q1'26: 8.43× (vs Q1'25)
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Metric |
Mar 2015 actual |
Mar 2016 actual |
Mar 2017 actual |
Mar 2018 actual |
Mar 2019 actual |
Mar 2020 actual |
Mar 2021 actual |
Mar 2022 actual |
Mar 2023 actual |
Mar 2024 actual |
Mar 2025 actual |
Mar 2026 6 Rev. Ana. 6 EPS Ana. |
Mar 2027 2 Rev. Ana. 6 EPS Ana. |
Mar 2028 5 Rev. Ana. 5 EPS Ana. |
Mar 2029 2 Rev. Ana. 2 EPS Ana. |
Mar 2030 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
1.05T
est: 1.07T (-1.6%)
|
1.01T
est: 1.02T (-1.0%)
|
992.43B
est: 985.94B (+0.7%)
|
1.05T
est: 1.05T (-0.1%)
|
1.07T
est: 1.07T (-0.5%)
|
1.04T
est: 1.06T (-1.2%)
|
1.01T
est: 1.01T (-0.6%)
|
1.05T
est: 1.04T (+0.9%)
|
1.15T
est: 1.13T (+1.9%)
|
1.17T
est: 1.17T (+0.0%)
|
1.18T
est: 1.18T (-0.1%)
|
1.19T
1.19T – 1.20T
+0.7% YoY
|
1.21T
1.20T – 1.21T
+1.2% YoY
|
1.03T
1.01T – 1.05T
-14.5% YoY
|
1.22T
1.21T – 1.23T
+18.5% YoY
|
1.24T
1.22T – 1.25T
+1.2% YoY
|
| EBITDA |
87.38B
est: 76.74B (+13.9%)
|
82.37B
est: 72.96B (+12.9%)
|
80.88B
est: 70.74B (+14.3%)
|
77.56B
est: 75.16B (+3.2%)
|
82.07B
est: 77.06B (+6.5%)
|
95.60B
est: 75.79B (+26.1%)
|
84.93B
est: 72.68B (+16.8%)
|
79.66B
est: 74.34B (+7.1%)
|
40.47B
est: 81.15B (-50.1%)
|
82.53B
est: 106.13B (-22.2%)
|
87.50B
est: 107.60B (-18.7%)
|
108.36B
107.92B – 109.16B
+0.7% YoY
|
109.68B
109.43B – 109.94B
+1.2% YoY
|
93.76B
92.25B – 95.16B
-14.5% YoY
|
111.10B
110.08B – 112.05B
+18.5% YoY
|
112.41B
111.38B – 113.38B
+1.2% YoY
|
| EBIT |
23.66B
est: 12.24B (+93.3%)
|
22.62B
est: 11.63B (+94.4%)
|
23.77B
est: 11.28B (+110.7%)
|
17.61B
est: 11.99B (+47.0%)
|
19.62B
est: 12.29B (+59.6%)
|
35.05B
est: 12.09B (+190.0%)
|
19.23B
est: 11.59B (+65.9%)
|
12.09B
est: 11.86B (+2.0%)
|
-26.86B
est: 12.94B (-307.5%)
|
17.27B
est: 58.03B (-70.2%)
|
19.71B
est: 58.83B (-66.5%)
|
59.25B
59.01B – 59.69B
+0.7% YoY
|
59.97B
59.83B – 60.11B
+1.2% YoY
|
51.27B
50.44B – 52.03B
-14.5% YoY
|
60.75B
60.19B – 61.27B
+18.5% YoY
|
61.46B
60.90B – 61.99B
+1.2% YoY
|
| Net Income |
23.18B
est: 26.83B (-13.6%)
|
2.42B
est: 630.16M (+284.7%)
|
8.40B
est: 859.64M (+876.9%)
|
7.85B
est: 9.95B (-21.1%)
|
-35.22B
est: -38.40B (+8.3%)
|
14.21B
est: 13.67B (+4.0%)
|
3.20B
est: 4.83B (-33.9%)
|
1.99B
est: 2.33B (-14.6%)
|
-50.41B
est: -44.64B (-12.9%)
|
22.75B
est: 26.93B (-15.5%)
|
4.54B
est: 3.48B (+30.4%)
|
9.68B
8.57B – 12.70B
+178.0% YoY
|
15.68B
12.26B – 18.09B
+62.0% YoY
|
20.54B
16.00B – 28.49B
+31.0% YoY
|
19.85B
18.90B – 20.79B
-3.4% YoY
|
23.49B
23.21B – 23.75B
+18.3% YoY
|
| SGA |
193.87B
est: 105.71B (+83.4%)
|
138.35B
est: 100.50B (+37.7%)
|
177.58B
est: 97.44B (+82.3%)
|
174.28B
est: 103.53B (+68.3%)
|
168.06B
est: 106.15B (+58.3%)
|
167.68B
est: 104.40B (+60.6%)
|
174.74B
est: 100.12B (+74.5%)
|
151.45B
est: 102.40B (+47.9%)
|
161.51B
est: 111.79B (+44.5%)
|
154.45B
est: 163.34B (-5.4%)
|
161.75B
est: 165.61B (-2.3%)
|
166.78B
166.10B – 168.01B
+0.7% YoY
|
168.81B
168.42B – 169.21B
+1.2% YoY
|
144.31B
141.99B – 146.46B
-14.5% YoY
|
171.00B
169.42B – 172.46B
+18.5% YoY
|
173.01B
171.42B – 174.50B
+1.2% YoY
|
| EPS |
200.26
est: 232.49 (-13.9%)
|
20.94
est: 5.46 (+283.5%)
|
72.57
est: 7.45 (+874.4%)
|
67.80
est: 86.18 (-21.3%)
|
-304.34
est: -332.67 (+8.5%)
|
122.88
est: 118.43 (+3.8%)
|
27.67
est: 41.88 (-33.9%)
|
17.23
est: 20.20 (-14.7%)
|
-436.27
est: -387.82 (-12.5%)
|
197.09
est: 233.31 (-15.5%)
|
39.33
est: 30.16 (+30.4%)
|
88.71
74.20 – 109.97
+194.1% YoY
|
135.72
106.20 – 156.70
+53.0% YoY
|
177.83
138.54 – 246.70
+31.0% YoY
|
171.85
163.70 – 180.00
-3.4% YoY
|
203.40
200.97 – 205.67
+18.4% YoY
|
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-18 | A- | 4/5 | 5/5 | 3/5 | 4/5 | 1/5 | 3/5 | 5/5 |
| 2026-05-15 | A- | 4/5 | 5/5 | 3/5 | 4/5 | 1/5 | 3/5 | 5/5 |
| 2026-05-14 | A- | 4/5 | 5/5 | 3/5 | 4/5 | 1/5 | 3/5 | 5/5 |
| 2026-05-13 | A- | 4/5 | 5/5 | 3/5 | 4/5 | 1/5 | 3/5 | 5/5 |
| 2026-05-12 | A- | 4/5 | 5/5 | 3/5 | 4/5 | 1/5 | 3/5 | 5/5 |
| 2026-05-11 | A- | 4/5 | 5/5 | 3/5 | 4/5 | 1/5 | 3/5 | 5/5 |
| 2026-05-08 | A- | 4/5 | 5/5 | 3/5 | 4/5 | 1/5 | 3/5 | 5/5 |
| 2026-05-07 | A- | 4/5 | 5/5 | 3/5 | 4/5 | 1/5 | 3/5 | 5/5 |
| 2026-05-01 | A- | 4/5 | 5/5 | 3/5 | 4/5 | 1/5 | 3/5 | 5/5 |
| 2026-04-30 | A- | 4/5 | 5/5 | 3/5 | 4/5 | 1/5 | 3/5 | 5/5 |
| 2026-04-28 | A- | 4/5 | 5/5 | 3/5 | 4/5 | 1/5 | 3/5 | 5/5 |
| 2026-04-27 | A | 4/5 | 5/5 | 3/5 | 5/5 | 1/5 | 3/5 | 5/5 |
| 2026-04-24 | A | 4/5 | 5/5 | 3/5 | 5/5 | 1/5 | 3/5 | 5/5 |
| 2026-04-23 | A | 4/5 | 5/5 | 3/5 | 5/5 | 1/5 | 3/5 | 5/5 |
| 2026-04-22 | A | 4/5 | 5/5 | 3/5 | 5/5 | 1/5 | 3/5 | 5/5 |
| 2026-04-21 | A | 4/5 | 5/5 | 3/5 | 5/5 | 1/5 | 3/5 | 5/5 |
| 2026-04-20 | A | 4/5 | 5/5 | 3/5 | 5/5 | 1/5 | 3/5 | 5/5 |
| 2026-04-17 | A | 4/5 | 5/5 | 3/5 | 5/5 | 1/5 | 3/5 | 5/5 |
| 2026-04-16 | A | 4/5 | 5/5 | 3/5 | 5/5 | 1/5 | 3/5 | 5/5 |
Owner Earnings
Ownership Overview
Ownership breakdown not available.
No beneficial ownership filings recorded.
Institutional Activity (13F)
Institutional history not available.
Top holders not available.
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | iShares Global Timber & Forestry ETF WOOD | 3.53% | 8.86M | 0.40% |
| 2 | iShares Global Timber & Forestry UCITS ETF WOOD.L | 3.52% | 2.87M | 0.65% |
| 3 | Dimensional - International Small Cap Value ETF DISV | 0.16% | 7.55M | 0.42% |
| 4 | Avantis International Small Cap Value ETF AVDV | 0.13% | 24.99M | 0.36% |
| 5 | Dimensional - International Small Cap ETF DFIS | 0.07% | 3.92M | 0.39% |
| 6 | WisdomTree Japan SmallCap Dividend Fund DFJ | 0.07% | 252.9K | 0.58% |
| 7 | iShares MSCI Japan Small Cap UCITS ETF IDJP.L | 0.06% | 360.0K | 0.58% |
| 8 | iShares MSCI Japan Small-Cap ETF SCJ | 0.06% | 158.2K | 0.50% |
| 9 | Dimensional - International Vector Equity ETF DXIV | 0.05% | 98.6K | 0.53% |
| 10 | State Street SPDR S&P International Small Cap ETF GWX | 0.05% | 416.2K | 0.40% |
Insider Activity
No insider activity available.
Insider history not available.
No recent insider transactions.
Executive team
Executive compensation
Executive compensation not available.
No CEO compensation history available.
Proxy statements
No proxy statements available for this company yet.
Recent SEC filings
No SEC filings available for this company yet.
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Akira Sebe | Chief Executive Officer, President & Representative Director | — | male |
| Hiromichi Matoba | Deputy GM of Financial Division & Accounting Director | — | — |
| Hiroya Kakehashi | Executive Officer & GM of Sales Planning Division | — | — |
| Kazuto Shimada | Senior Managing Executive Officer, GM of Graphic Paper Sales Div. & Supervisor of Graphic Paper Bus. | — | — |
| Koichi Sato | Executive Officer & Head of Raw Materials Division | — | — |
| Koichiro Takahashi | Executive Officer and GM of General Affairs & Personnel Division | — | — |
| Mitsuhiro Sugino | EVP, Dir. of Tec. Div., GM of Biomass Material Business Promotion Division & Representative Director | — | male |
| Takashi Ochi | Senior Managing Executive Officer and GM of Research & Development Division | — | — |
| Yasuhito Murakami | Executive Vice President & Representative Director | — | male |
| Yoshisada Yamabe | Managing Executive Officer | — | — |
No data available for this company.
No Senate trading activity found for this company.
No House trading activity found for this company.
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Community Opinion for 3863.T
Short-term intention
Target Price Distribution
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