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6268: Repurchase Activity And Steady Margins Will Balance Business Split Effects

Analysts Lift Nabtesco Price Target Amid Buyback Program and Improved Revenue Forecasts

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6268
AnalystConsensusTarget
Not Invested
Published 23 Feb 2025

Update shared on 27 Nov 2025

Fair value Increased 0.77%
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AnalystConsensusTarget's Fair Value
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1Y
36.9%
7D
-4.4%

Analysts have marginally raised their price target for Nabtesco, increasing it from ¥3,528.18 to ¥3,555.45. This change reflects slight adjustments in model assumptions, including lower revenue growth forecasts and a modest increase in the discount rate.

What's in the News

  • Nabtesco completed the repurchase of 2,999,400 shares, representing 2.51% of outstanding stock, for ¥9,999.82 million under the buyback announced on July 31, 2025 (Key Developments).
  • From October 1 to November 18, 2025, the company repurchased 1,203,300 shares, or 1.02% of shares, for ¥4,361.19 million (Key Developments).
  • Between July 31 and September 30, 2025, Nabtesco repurchased 1,796,100 shares, accounting for 1.49% of shares, for ¥5,638.62 million (Key Developments).
  • Nabtesco revised its consolidated earnings guidance for the fiscal year ending December 31, 2025, following the company split of the hydraulic equipment business with Comer Industries S.p.A. and reclassification of discontinued operations in accordance with IFRS 5. Forecast values before reclassification remain unchanged (Key Developments).

Valuation Changes

  • The Fair Value Estimate has risen slightly, increasing from ¥3,528.18 to ¥3,555.45.
  • The Discount Rate has increased marginally, moving from 6.70% to 6.75%.
  • The Revenue Growth Forecast has fallen noticeably, from 24.31% to 16.03%.
  • The Net Profit Margin projection is almost unchanged, edging down from 6.20% to 6.19%.
  • The Future P/E ratio has increased slightly, rising from 22.52x to 22.83x.

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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.