Share Buyback And Hybrid Powertrains Will Drive Demand And Margin Improvement

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

15 Dec 24

Updated

09 Dec 25

Views

77

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

21.8%

7D

0.8%

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1Y

21.8%

7D

0.8%

You can edit this narrative until Dec 10 10:05 PM. Then, changes will post as Updates.

Author's Valuation

JP¥5.15k2.7% undervalued

AnalystConsensusTarget Fair Value

Shared on 09 Dec 25

Fair value Decreased 0.34%

6301: Dividend Increase And Buybacks Will Support Returns Amid Currency Risks

Analysts have modestly lowered their price target on Komatsu to ¥5,150 from ¥5,167.50, citing a slightly higher discount rate and softer margin expectations. These factors more than offset a small upward revision to long term revenue growth and the assumed future P E multiple.

Shared on 25 Nov 25

Fair value Increased 0.49%

6301: Dividend Increase And Share Buybacks Will Offset Currency Headwinds

Analysts have raised their price target for Komatsu slightly, increasing it from ¥5,142.50 to ¥5,167.50. This adjustment is due to minor changes in growth and profitability estimates that reflect a more stable outlook for the company.

Shared on 07 Nov 25

Fair value Decreased 0.15%

6301: Earnings Outlook To Balance Weaker Yen With Dividend Increase And Buybacks

Analysts have revised their price target for Komatsu slightly downward from ¥5,150 to ¥5,142.5, citing updated assumptions for the company's discount rate, revenue growth, and profit margins. What's in the News Komatsu raised its consolidated earnings guidance for the fiscal year ending March 31, 2026.

Shared on 24 Oct 25

Fair value Increased 1.48%

Narrative Update on Komatsu: Analyst Price Target Change Analysts have raised their price target for Komatsu from ¥5,075 to ¥5,150. This change reflects updated views on the company's fair value and improved margin expectations.

Shared on 11 Sep 25

Fair value Increased 1.50%

Komatsu’s consensus price target was marginally raised as its forward P/E multiple edged up despite slightly softer revenue growth forecasts, resulting in a new fair value estimate of ¥5,075. What's in the News Board approved continuation of the performance-linked stock-based remuneration system for directors and senior management.

Shared on 27 Aug 25

Fair value Increased 0.36%

Komatsu’s valuation outlook remains largely stable, with minimal changes in both the consensus Analyst Price Target (up slightly to ¥5,045) and future P/E ratio, indicating steady fundamentals. What's in the News Komatsu's board approved continued performance-linked stock-based remuneration for directors and senior executives.

Shared on 01 May 25

Fair value Decreased 0.28%

Shared on 23 Apr 25

Fair value Decreased 1.46%

AnalystConsensusTarget has increased shares outstanding growth rate from -0.0% to 0.0%.

Shared on 17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 4.06%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Increased 0.94%

AnalystConsensusTarget has decreased revenue growth from 3.4% to 2.8%.

Shared on 19 Mar 25

Fair value Increased 0.71%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 12 Mar 25

Fair value Decreased 1.60%

AnalystConsensusTarget has increased revenue growth from 1.5% to 3.4%.

AnalystConsensusTarget Fair Value

JP¥5.15k

2.7% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

2.72%

Machinery revenue growth rate

0.32%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

7.08%

Calculation

JP¥423.39b

Earnings '28

x

12.91x

PE Ratio '28

=

JP¥5.47t

Market Cap '28

JP¥5.47t

Market Cap '28

/

864.67m

No. shares '28

=

JP¥6.32k

Share Price '28

JP¥6.32k Share Price '28

Discounted to 2025 @ 7.09% p.a.

=

JP¥5.15k

Fair Value '25