Nippon Steel releases Q&A transcript from FY2025 4Q IR briefing

  • Nippon Steel published a Q&A transcript from its FY2025 4Q IR briefing on May 13, 2026, attended by the President and COO Tadashi Imai, CFO Takahiko Iwai.
  • Forecast consolidated underlying business profit set at JPY 700 billion for FY2026, with a 2H lift on recovery in seamless pipes, electrical steel sheets.
  • Management flagged an estimated JPY 50 billion hit in 1Q from the Middle East situation, seeking to pass higher costs into prices.
  • U.S. Steel earnings seen improving by JPY 110 billion, targeting underlying business profit of at least JPY 100 billion on synergies, Big River 2 ramp-up.
  • Free cash flow expected to remain negative, with operating cash flow near JPY 1 trillion, front-loaded capex, asset sales potential of JPY 300-400 billion.


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