Update shared on 26 Nov 2025
Fair value Increased 2.12%Analysts have revised their price target for Sojitz upward from ¥4,397 to ¥4,490. They cited stronger anticipated revenue growth and a lower discount rate as key factors in the adjustment.
What's in the News
- Auna S.A. and Sojitz Corporation of America signed a Memorandum of Understanding to explore joint business opportunities in the healthcare sector across Latin America. The initial focus will be on Mexico, with Auna planning to invest approximately USD 500 million over the next three to five years to expand its healthcare platform. (Key Developments)
- Sojitz Corporation announced an increased dividend of JPY 82.50 per share for the second quarter of the year ending March 31, 2026, up from JPY 75.00 per share a year earlier. The dividend is scheduled to be paid on December 1, 2025. (Key Developments)
- Genomatica entered a new partnership with Sojitz to accelerate the commercialization of plant-based nylon-6 using Geno's proprietary technology. Sojitz will make a strategic investment and contribute business expertise. (Key Developments)
Valuation Changes
- The Fair Value Estimate has increased slightly from ¥4,397 to ¥4,490.
- The Discount Rate has fallen significantly, from 9.90% to 9.11%.
- The Revenue Growth projection has risen from 3.80% to 4.01%.
- The Net Profit Margin expectation has edged down from 4.74% to 4.63%.
- The Future P/E ratio forecast has climbed moderately, from 8.19x to 8.38x.
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