Update shared on 07 Nov 2025
Fair value Decreased 0.15%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. The company attributed the increase to a weaker yen, U.S. tariffs, and the latest market outlook (Key Developments).
- The company announced a dividend increase to JPY 95 per share, up from JPY 83 per share the previous year. The record date is set for September 30, 2025, and the effective date is December 1, 2025 (Key Developments).
- From July 1 to September 30, 2025, Komatsu repurchased 7,968,200 shares, completing its buyback program at 14,962,300 shares under the initiative announced in April 2025 (Key Developments).
- Komatsu signed an MOU with Cummins and included Wabtec to jointly develop hybrid powertrains for mining equipment. The goal is to advance decarbonization and improve productivity across the industry (Key Developments).
Valuation Changes
- Consensus Analyst Price Target: decreased slightly from ¥5,150 to ¥5,142.5.
- Discount Rate: increased modestly from 6.88% to 7.08%.
- Revenue Growth: increased from 1.83% to 2.25%.
- Net Profit Margin: rose from 10.24% to 10.28%.
- Future P/E: declined from 12.84x to 12.32x.
Disclaimer
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