Despite softer consensus revenue growth expectations, an improvement in Nabtesco's net profit margin has led analysts to raise their fair value estimate, with the price target increasing from ¥2,909 to ¥2,985.
What's in the News
- Nabtesco raised its consolidated earnings guidance for FY2025, now expecting net sales of JPY 344,000 million, operating income of JPY 22,300 million, and net income of JPY 14,600 million, all above previous forecasts.
- The Board of Directors convened to consider the acquisition of treasury shares.
- Nabtesco announced a share repurchase program to buy back up to 4,000,000 shares (3.3% of issued share capital), worth up to JPY 10,000 million; repurchased shares will be cancelled to enhance shareholder value and capital efficiency.
- The Board of Directors authorized this buyback plan.
Valuation Changes
Summary of Valuation Changes for Nabtesco
- The Consensus Analyst Price Target has risen slightly from ¥2909 to ¥2985.
- The Consensus Revenue Growth forecasts for Nabtesco has significantly fallen from 2.5% per annum to 2.2% per annum.
- The Net Profit Margin for Nabtesco has risen from 5.14% to 5.59%.
Disclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.
