Nam Kim Steel Joint Stock Company

Nam Kim Steel Joint Stock Company

HHOSE:NKG
12,000.00
VND
+400.00
(+3.45%)
333.78EPS
35.45P/E
5.91TMarket Cap
Dec 02Next Earn
2014 Y
2015 Y
2016 Y
2017 Y
2018 Y
2019 Y
2020 Y
2021 Y
2022 Y
2023 Y
2024 Y
2025 Y
TTM
Revenue per Share
29,522.72
27,734.05
27,121.88
52,741.81
59,281.39
42,238.34
34,273.12
83,680.34
66,400.24
53,509.72
59,302.24
31,525.81
29,088.57
Basic EPS, GAAP
387.79
607.95
1,571.45
2,957.02
229.47
164.19
875.44
6,609.45
-358.85
337.84
1,303.53
419.66
338.54
Free Cash Flow per Basic Share
141.61
-4,474.95
-6,959.37
-10,383.94
7,634.14
3,763.81
-114.73
-1,346.51
-2,990.53
398.03
-4,156.23
-4,478.93
-1,128.24
Dividend per Share
- -
- -
- -
539.15
4
- -
152.99
- -
631.44
- -
- -
- -
- -
Book Value per Share
2,414.46
2,994.45
5,594.43
7,945.72
10,306.29
10,464.59
11,675.71
15,465.39
15,307.17
15,604.77
16,894.91
15,478.52
15,515.07
Tangible Book Value per Share
2,120.79
2,713.27
5,386.78
7,224.79
9,404.5
9,609.05
10,761.82
14,369.67
14,020.98
14,202.78
14,833.12
13,878.6
14,895.05
Basic Weighted Avg Shares
198
207
329
239
250
288
337
337
347
348
348
470
492
Sales/Revenue/Turnover
5,835,434
5,750,758
8,936,247
12,619,284
14,811,784
12,176,797
11,559,675
28,173,402
23,071,247
18,595,974
20,609,022
14,808,145
14,321,119
Operating Margin (%)
3.39
5.39
8.91
8.12
2.63
0.52
4.41
9.76
0.4
2
3.37
1.56
1.82
Depreciation Expense
94,789
122,626
166,323
319,771
421,267
441,809
376,256
378,834
377,779
375,827
370,170
362,151
369,475
Net Income, GAAP
76,649
126,061
517,770
707,512
57,335
47,334
295,270
2,225,261
-124,685
117,409
453,008
197,122
166,672
Effective Tax Rate (%)
8.84
19.41
14.81
9.47
7.8
47.47
7.96
13.14
- -
33.78
18.84
18.16
30.26
Profit Margin (%)
1.31
2.19
5.79
5.61
0.39
0.39
2.55
7.9
-0.54
0.63
2.2
1.33
1.16
Working Capital
-25,102
-289,120
126,388
572,100
177,595
92,967
394,288
2,617,406
2,306,038
2,538,624
2,581,484
3,134,574
2,629,817
LT Debt
605,057
811,962
1,860,043
1,676,135
1,225,105
703,339
482,405
46,499
3,073
- -
- -
2,266,131
2,346,120
Total Equity
506,466
639,759
1,580,446
2,940,455
2,971,177
3,016,814
3,181,020
5,723,204
5,319,650
5,423,074
5,871,407
7,635,484
7,651,159
Return on Invested Capital (%)
- -
6.01
12.23
9.19
0.64
-0.82
4.73
27.75
- -
1.13
4
0.77
0.99
Return on Capital (%)
- -
11.46
15.28
12.79
4.47
2.54
8.13
30.31
- -
3.02
5.56
2.82
2.1
Return on Common Equity (%)
- -
22
46.7
31.32
1.94
1.58
9.53
49.98
-2.26
2.19
8.02
2.92
2.19

Capital Structure

VND

•

in mil. unless spec.
Dec'25
Mar'26
Jun'26
ST Debt
4,600,985
4,646,308
6,208,262
LT Borrowings
2,266,131
2,325,452
2,346,120
LT Finance Leases
- -
- -
- -
Preferred Equity and Hybrid Capital
- -
- -
- -
Shares Outstanding
492
492
492
Market Capitalization
6,646,428
6,198,857
5,907,936

Working Capital

VND

•

in mil. unless spec.
Dec'25
Mar'26
Jun'26
Total Current Assets
9,702,800
8,957,539
11,060,081
Cash, Cash Equivalents & STI
1,673,720
1,835,082
3,290,183
Accounts Receivable, Net
1,259,899
1,176,887
623,739
Inventories
5,303,103
4,344,573
5,704,061
Total Current Liabilities
6,568,227
6,042,680
8,430,264
Payables & Accruals
- -
- -
- -
ST Debt
4,600,985
4,646,308
6,208,262
Deferred Revenue
- -
- -
- -

Growth Rates

VND

•

in mil. unless spec.

(avg. rate of change)

10 years
5 years
1 year
Total Equity
35.42%
22.63%
30.05%
Free Cash Flow
-17.91%
-2.23%
45.65%
Net Income, GAAP
134.51%
116.65%
-56.49%
Sales/Revenue/Turnover
18%
17.78%
-28.15%
Total Cash Common Dividend
- -
- -
- -

Quarterly Revenue

VND

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
5,291,095
5,660,534
5,188,269
4,469,124
20,609,022
2025
4,090,150
3,808,495
3,773,050
3,136,451
14,808,145
2026
3,261,408
4,150,211
- -
- -
- -

Quarterly Earnings Per Share

VND

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
431.94
631.99
186.6
52.99
1,303.53
2025
132.85
-5.53
100.61
-18.93
419.66
2026
45.36
211.5
- -
- -
- -

Quarterly Dividends Per Share

VND

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
- -
- -
- -
- -
- -
2025
- -
- -
- -
- -
- -
2026
- -
- -
- -
- -
- -

Company Description

CEO
Vu Hoang Vo
Full Time Employees
1,575
Sector
Non-energy minerals
Industry
Steel
Address
Thu Dau Mot Vietnam
IPO Date
Jan 14, 2011
Business
Nam Kim Steel Joint Stock Company is a Vietnam-based manufacturer and distributor of coated steel sheets, galvanized coils, and structural steel pipes. Founded in 2002 and headquartered in Thu Dau Mot City, Binh Duong Province, Vietnam, the company serves construction, industrial fabrication, infrastructure, appliance, and automotive markets both domestically and internationally. The company's core product offerings comprise hot-dip galvanized steel sheet and coil (GI); 55% aluminum-zinc alloy-coated steel sheet and coil (Galvalume/GL); pre-painted galvanized steel (PPGI) and pre-painted galvalume steel (PPGL) in diverse color coatings and finishes; cold-rolled steel coils (CRC); galvanized steel pipes, round structural tubes, and square and rectangular hollow structural sections; as well as slit steel coils and roll-formed roofing profiles. The company distributes its products across Vietnam and exports to more than 50 countries, including key markets in North America, the European Union, Australia, the Middle East, and Southeast Asia. In recent developments, Nam Kim Steel has advanced its strategic expansion through the construction and capital deployment for the Nam Kim Phu My plant project in Ba Ria - Vung Tau Province, aimed at significantly expanding annual production capacity for premium-grade galvanized and prepainted steel products. To support this large-scale operational investment and strengthen working capital, the company has implemented public share offerings and capital mobilization plans, while upgrading manufacturing processes to comply with global decarbonization initiatives and international trade standards.