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Nippon Light Metal Holdings Company (5703) investor relations material
Nippon Light Metal Holdings Company Investor presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Review of previous medium-term plan (2023)
Achieved three years of earnings growth and improved capital efficiency, but missed targets due to deferred demand in semiconductors and BEVs.
Shifted performance indicator from ROCE to ROIC to enhance corporate value.
Dividend payout ratio maintained above 30%, with annual dividends increasing to 100 yen per share.
Long-term vision and strategic direction (2035 Vision)
Aims to become a global leader in circular value creation, focusing on closed loop supply chains and co-creation.
Emphasizes decarbonization, recycling, and green aluminum to address climate change and market needs.
Targets ROIC of 10% or higher by 2035, with ordinary profit exceeding 30 billion yen.
2026 Medium-term plan (FY2026–FY2028)
Focuses on creating new value in next-generation growth markets such as semiconductors, BEVs, and recycling.
Prioritizes process transformation, group integration, and efficient resource allocation.
Sheet & Extrusion and Aluminum Foil business groups to lead near-term growth; Metal and Automotive Parts to drive long-term expansion.
Financial targets include establishing a stable earnings base above 30 billion yen in ordinary profit and achieving ROIC of 8% or more.
- Strong sales and profit growth, with positive outlook for FY2027.5703
Q4 202615 May 2026 - Profits and sales surged year-over-year, with strong segment contributions and a positive outlook.5703
Q3 202623 Feb 2026 - Operating profit up 36.5% YoY, with robust outlook and higher dividend forecast.5703
Q2 202619 Nov 2025 - Profits and sales surged on strong U.S. alloy demand and higher aluminum prices, with improved outlook.5703
Q1 202519 Aug 2025 - Profits and sales rose, outlook steady, merger cancelled, and dividend forecast increased.5703
Q2 202519 Aug 2025 - Profits and sales rose, outlook steady amid sector and global uncertainties.5703
Q3 202519 Aug 2025 - Profits and sales rose on strong truck body and semiconductor demand; FY2026 growth forecast.5703
Q4 202519 Aug 2025 - Sales and operating profit rose, but profit fell on forex losses; outlook unchanged.5703
Q1 202619 Aug 2025
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