Update shared on 13 Dec 2025
Fair value Decreased 0.95%Narrative Update on Yamaha Motor Analyst Price Target
Analysts have slightly reduced their price target on Yamaha Motor to approximately ¥1,379 from about ¥1,392, citing expectations of faster revenue growth and higher profit margins. These expectations are offset by a lower justified future price-to-earnings multiple and a marginally higher discount rate.
What's in the News
- Nikon Instruments and Yamaha Motor formed a strategic partnership to deploy Yamaha's CELL HANDLER 2 system at the Nikon BioImaging Lab in greater Boston, supporting U.S. drug discovery researchers with advanced cell picking and imaging workflows (Client Announcements).
- Yamaha Motor will launch two new electric scooters in India in November 2025: the in house developed AEROX E premium electric sport scooter and the EC 06 electric scooter created with River Mobility, targeting the growing EV market and premium segment positioning (Product Related Announcements).
- The EC 06 is the first commercial product from Yamaha Motor's collaboration with River Mobility, following Yamaha's investment in the company in January 2024, and is designed to appeal to a broad base of active lifestyle customers (Product Related Announcements).
- The new AEROX E and EC 06 models form part of Yamaha Motor's strategy to achieve carbon neutrality in Scope Category 11 product use emissions by 2050 and support its multi pathway environmental goals (Product Related Announcements).
- Yamaha Motor's board is scheduled to meet on February 3, 2025, to resolve the acquisition of all shares of New Zealand based Robotics Plus Limited, with the intention of making it a subsidiary (Board Meeting).
Valuation Changes
- Fair Value Estimate decreased slightly from approximately ¥1,392 to about ¥1,379, reflecting a modest downward revision in the target valuation.
- Discount Rate edged up from 11.02% to 11.10%, indicating a marginally higher required return in the updated model.
- Revenue Growth increased slightly from around 6.9% to about 7.3%, signaling a modestly stronger growth outlook.
- Net Profit Margin has risen meaningfully from roughly 7.2% to about 8.9%, implying improved profitability expectations.
- Future P/E has fallen significantly from about 8.1x to approximately 6.5x, suggesting a lower justified valuation multiple despite stronger fundamentals.
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