Update shared on09 Oct 2025
Fair value Increased 2.08%Analysts have raised their price target for Mitsubishi Heavy Industries from ¥3,913.75 to ¥3,995.00. They cite slight improvements in projected profit margins and a stable outlook on growth and valuation metrics.
What's in the News
- Mitsubishi Heavy Industries lowered its consolidated earnings guidance for the fiscal year ending March 2026. Revenue is now expected at JPY 4,750,000 million and profit attributable to owners of parent at JPY 230,000 million, down from earlier projections (Key Developments).
- The guidance revision reflects the reclassification of Mitsubishi Logisnext Co., Ltd. and related subsidiaries as discontinued operations, as well as the expected recording of a JPY 30,000 million loss on business reorganization after tax (Key Developments).
- Sono Group N.V. and Mitsubishi Heavy Industries Thermal Transport Europe (MTTE) launched a fully integrated solar solution for electric and hybrid trailer refrigeration units in the European market. The aim is to extend battery autonomy and reduce emissions (Key Developments).
- The new solar-powered refrigeration system features MTTE's TEF1500 eTRU paired with Sono Solar's photovoltaic modules, and is available for immediate customer trials to support lower-emission logistics (Key Developments).
Valuation Changes
- Consensus Analyst Price Target has risen slightly, increasing from ¥3,913.75 to ¥3,995.00.
- Discount Rate edged up from 6.27% to 6.34%.
- Revenue Growth forecast declined moderately, moving from 8.26% to 8.05%.
- Net Profit Margin improved marginally, rising from 6.79% to 6.83%.
- Future P/E ratio increased from 35.69x to 36.52x.
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.