Update shared on29 Jul 2025
Fair value Decreased 7.27%A downward revision in consensus revenue growth forecasts has led to a reduced analyst price target for Toyota Motor, now set at ¥2,969.
What's in the News
- Toyota, Daimler Truck, Hino, and Mitsubishi Fuso concluded definitive agreements to integrate Mitsubishi Fuso and Hino, forming a new holding company (25% owned each by Daimler Truck and Toyota) to enhance competitiveness in commercial vehicles, with a focus on CASE technologies and carbon neutrality; operations are targeted for start in April 2026.
- Toyota unveiled multiple new electrified models, including the 2026 Prius Plug-in Hybrid Nightshade Edition, 2026 RAV4 (HEV and PHEV variants with higher performance and new safety/tech suites), 2026 bZ Woodland BEV and bZ BEV with longer range and faster charging, and the 2026 C-HR BEV and updated Corolla Cross Hybrid, expanding the brand's electrification and connectivity offerings.
- The Board approved significant amendments to corporate bylaws, transitioning from an Audit & Supervisory Board model to an Audit and Supervisory Committee, enhancing governance structure and delegating key business execution decisions.
- Toyota announced plans for a substantial share buyback program (up to ~9.1% of issued share capital, ¥3.2 trillion budget, 20 business day offer) to enhance corporate value, and raised dividends for FY25 and the first half of FY26.
- Strategic partnerships continued with a hydrogen-powered sauna concept in collaboration with Harvia Plc and a co-branded Land Cruiser capsule collection with Howler Brothers, reinforcing Toyota's focus on sustainability and brand engagement.
Valuation Changes
Summary of Valuation Changes for Toyota Motor
- The Consensus Analyst Price Target has fallen from ¥3231 to ¥2969.
- The Consensus Revenue Growth forecasts for Toyota Motor has significantly fallen from 3.3% per annum to 3.0% per annum.
- The Future P/E for Toyota Motor has fallen from 13.45x to 12.56x.
Disclaimer
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