Analysts have raised their fair value estimate for JGC Holdings from ¥1,350 to ¥1,620 per share, citing improved margin forecasts and a more favorable revenue outlook.
What's in the News
- JGC Holdings revised its fiscal year 2026 earnings guidance, projecting net sales of ¥770,000 million, up from previous guidance of ¥690,000 million (Key Developments).
- Operating profit forecast increased to ¥28,000 million, compared to the prior forecast of ¥21,000 million (Key Developments).
- Profit attributable to owners of parent is now expected to reach ¥28,000 million, surpassing the earlier estimate of ¥15,000 million (Key Developments).
- Earnings per share guidance raised to ¥115.83, above the previous outlook of ¥62.08 (Key Developments).
- These revisions are attributed to increased overseas EPC project agreements, improved project profitability, and a new assumed exchange rate of 145 yen per US dollar (Key Developments).
Valuation Changes
- Fair Value Estimate: increased from ¥1,350 to ¥1,620 per share.
- Discount Rate: decreased slightly from 6.68% to 6.63%.
- Revenue Growth: revised upward from -3.30% to -2.94%.
- Net Profit Margin: edged up from 4.71% to 4.77%.
- Future P/E Ratio: increased from 10.99x to 13.10x.
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