Nam Hoa (NHT) Announces 30% Cash Dividend After 357% Profit Surge in 2025
This Aveluro analysis covers NHT. The classified event type is dividend announcement, with positive sentiment and a deterministic market-impact score of 5.6/10. Aveluro classifies this story as a positive catalyst in the stock's news coverage. Source coverage came from VnEconomy - Chứng khoán, classified as a primary/top-tier source.
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Overview
Nam Hoa (NHT), listed on HOSE, has announced a 30% cash dividend for 2025, equivalent to VND 3,000 per share. The payout follows a dramatic financial turnaround: net profit surged 357% in 2025 and 180% in Q1 2026, driven by restructuring, asset sales, and cost controls. The dividend record date is May 25, 2026, with payment on June 11, 2026.
Key Facts
- Cash dividend rate: 30% (VND 3,000 per share) for fiscal year 2025.
- Record date: May 25, 2026; payment date: June 11, 2026.
- 2025 consolidated net profit: over VND 40 billion, up 357% year-on-year.
- 2025 consolidated revenue: VND 382 billion, up 8.5% year-on-year.
- Q1 2026 net profit: nearly VND 8.3 billion, up 180% year-on-year.
- Q1 2026 revenue: VND 52 billion, up nearly 10% year-on-year.
- Proceeds of nearly VND 160 billion from the sale of Nam Hoa Cu Chi factory, used to fund industrial park and apartment real estate investments.
What Happened
The Board of Directors of Nam Hoa Production and Trading Joint Stock Company (NHT) approved a 30% cash dividend for 2025, reflecting the company’s strong recovery after a period of aggressive restructuring. Despite headwinds from the global wood export downturn (2023-2024) and volatile raw material costs, NHT reported a sharp improvement in financial metrics.
Management attributed the turnaround to effective cash flow management, including the sale of the Nam Hoa Cu Chi factory for nearly VND 160 billion, which provided liquidity for new investments in industrial park and apartment real estate. Operational improvements—such as higher labor productivity, reduced production defects, and optimized inventory—also contributed to the healthier financial structure.
Market Context
NHT shares have likely benefited from the positive earnings momentum, though the stock remains sensitive to global wood product demand and real estate cycles. The company operates in the wood products and real estate sectors, both of which have faced headwinds from global inflation and supply chain disruptions. The 30% dividend yield is exceptionally high, signaling confidence in cash flow sustainability. NHT trades on HOSE.
Strategic Significance
The dividend announcement underscores NHT’s successful pivot from a capital-intensive wood manufacturing model to a leaner structure with a focus on industrial real estate and higher-margin lifestyle wood products. The sale of the Cu Chi factory and the shift toward décor and Montessori-style toys target premium segments with better margins. This strategic realignment positions NHT to capture long-term growth in green consumption and early education trends, while reducing exposure to volatile commodity cycles.
What to Watch
- Q2 2026 earnings release to confirm sustained profit growth trajectory.
- Progress of industrial park and apartment real estate projects, which will determine future revenue diversification.
- Global wood product demand trends, especially in the US, Japan, and Nordic markets.
- Raw material cost movements and their impact on gross margins.
- Any further asset sales or capital-raising activities to fund real estate expansion.