Update shared on 22 Nov 2025
Fair value Increased 7.98%Analysts have raised Hitachi's fair value estimate by approximately ¥400 to ¥5,415, citing incremental improvements in projected revenue growth and profit margins.
What's in the News
- Hitachi Vantara enabled Asia Airfreight Terminal at Hong Kong International Airport to modernize its IT infrastructure with the VSP One platform, achieving zero downtime, triple storage capacity, and 50% better energy efficiency. (Key Developments)
- Asia Airfreight Terminal’s new system features advanced data protection, seamless failover, and a 75% reduction in hardware rack footprint, enhancing operational resilience for 24/7 cold chain logistics. (Key Developments)
- Hitachi welcomed new strategic investments by the United States and Japan focusing on grid modernization, electrification, and nuclear power initiatives, including the BWRX-300 small modular reactor. (Key Developments)
- The company signed a Memorandum of Understanding with the U.S. Department of Commerce to encourage investments in energy infrastructure supporting stable power and AI-driven industry growth. (Key Developments)
- Hitachi completed a significant share buyback, repurchasing over 30 million shares for ¥124 billion between July and September 2025. This fulfills the program announced earlier in the year. (Key Developments)
Valuation Changes
- The Fair Value Estimate has increased from ¥5,015 to ¥5,415, reflecting a moderate upward revision.
- The Discount Rate has risen slightly, moving from 5.37% to 5.39%.
- Revenue Growth Projections have climbed from 7.26% to 7.47%.
- The Net Profit Margin expectation has improved, up from 8.40% to 8.75%.
- The Future P/E Ratio estimate is up modestly, from 25.17x to 25.57x.
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