)
Edge17 Oct 2025
A Castle in the Sky: The Story of Oracle
Oracle's journey from database innovator to disciplined enterprise backbone, now shaping the AI buildout with a standardized cloud infrastructure.
Nippon Steel (5401) investor relations material
Nippon Steel Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 earnings summary1 Aug, 2025
Executive summary
Underlying business profit for FY2025 is forecast at ¥650.0 billion, up ¥50.0 billion from the previous forecast, excluding U.S. Steel effects; with U.S. Steel, total underlying BP is expected at ¥730.0 billion, up ¥130.0 billion.
U.S. Steel's 9-month profit (Jul 2025–Mar 2026) is consolidated, contributing ¥80.0 billion to underlying BP; annualized profit expected to reach ¥150.0 billion from next year, targeting ¥250.0 billion by FY2028.
Revenue for the quarter ended June 30, 2025, was ¥2,008.7 billion, down 8.3% year-over-year; business profit fell 61.2% to ¥92.0 billion.
Net loss attributable to owners was ¥195.8 billion, compared to a profit of ¥157.6 billion in the prior year period.
A 5-for-1 stock split is planned to expand the investor base, effective October 1, 2025.
Financial highlights
FY2025 revenue (excluding U.S. Steel) is forecast at ¥8,695.5 billion; with U.S. Steel, revenue is expected to exceed ¥10,000.0 billion.
Consolidated business profit (BP) for FY2025 is projected at ¥480.0 billion, with net profit at ¥220.0 billion, excluding one-off effects.
EPS for FY2025 is forecast at ¥210 (pre-split), with ROE at 6.9%.
One-off losses of ¥230.0 billion are expected from the transfer of equity interest in AM/NS Calvert.
Total assets increased to ¥13,824.5 billion from ¥10,942.5 billion at March 31, 2025.
Outlook and guidance
Despite a harsh environment, profit improvement measures and cost reductions are expected to secure underlying BP of ¥650.0 billion (excluding U.S. Steel).
U.S. Steel's annualized business profit is expected to reach ¥150.0 billion from FY2026, with a target of ¥250.0 billion by FY2028 through synergies and CAPEX effects.
Fiscal year 2026 revenue forecast at ¥10,000 billion, up 2.7% year-over-year.
Business profit expected to decline 29.7% to ¥480 billion; profit attributable to owners forecast at ¥(40) billion.
Dividend policy remains at approximately 30% payout ratio, with a year-end dividend of ¥12 per share post-split.
Why did Nippon Steel acquire U.S. Steel?
What is the impact of the stock split?
Detail segment profit adjustments.
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Nippon Steel earnings date
Q2 20265 Nov, 2025
Next Nippon Steel earnings date
Q2 20265 Nov, 2025
The essential earnings season companion
The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
Related articles
)
Company Research17 Oct 2025
Beneath the Surface: A Conversation with Epiroc CEO Helena Hedblom
Legacy, innovation, and leading one of Sweden's most influential industrial companies into a new era.
)
Investor Relations14 Oct 2025
Boost Your Earnings Season Strategy With Real‑Time Alerts
Quartr Pro provides real time alerts, trend analysis and live coverage, giving analysts and investors instant insights to act faster in earnings.
Frequently asked questions
Nippon Steel Corporation is Japan's largest steelmaker, operating globally with manufacturing bases in Japan and over 15 countries. The company's operations span four main segments: Steelmaking and Steel Fabrication, which is its core business area; Engineering and Construction; Chemicals and Materials; and System Solutions. Nippon Steel is committed to advancing in four strategic areas as part of its Medium- to Long-term Management Plan: rebuilding and strengthening its domestic steel business, promoting a global strategy for overseas expansion, pursuing carbon neutrality, and embracing digital transformation. The company is headquartered in Tokyo, Japan, and its shares are listed on the Tokyo Stock Exchange.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage