Update shared on 22 Nov 2025
Fair value Increased 0.65%Analysts have modestly raised their price target for Kawasaki Heavy Industries from ¥12,892 to ¥12,975, citing slight improvements in profit margin expectations and adjustments to future growth assumptions.
What's in the News
- Kawasaki Heavy Industries has issued new consolidated earnings guidance for the fiscal year ending March 31, 2026, forecasting revenue of JPY 2,340,000 million, business profit of JPY 145,000 million, profit attributable to owners of the parent of JPY 82,000 million, and basic earnings per share of JPY 490.61 (company guidance).
- The company announced an increase in its second quarter-end dividend to JPY 75.00 per share for the year ending March 31, 2026. This is up from JPY 70.00 per share last year, with dividend payments commencing December 5, 2025 (company announcement).
Valuation Changes
- Fair Value Estimate: increased slightly from ¥12,891.67 to ¥12,975.00.
- Discount Rate: has risen modestly from 7.46% to 7.66%.
- Revenue Growth Forecast: has decreased from 6.65% to 6.15%.
- Net Profit Margin: has edged up from 4.82% to 4.96%.
- Future P/E Ratio: has declined from 20.76x to 20.24x.
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