7013: Revenue Outlook And Market Inclusion Will Shape Future Performance

Narrative Update on IHI Analyst Price Target Analysts have raised their price target on IHI from ¥2,626 to ¥3,023, citing improved revenue growth and a better margin outlook, but noting that valuation concerns temper further upside. Analyst Commentary Recent research activity on IHI highlights a mix of optimism and caution among market observers, reflecting ongoing debates around the company's growth prospects and valuation.

Shared on 24 Oct 25

Fair value Increased 3.01%

Narrative Update on IHI Price Target The analyst price target for IHI has increased from ¥2,549 to ¥2,626. Analysts point to improved revenue growth expectations, even though profit margin forecasts are more muted and the discount rate is moderating.

Shared on 10 Oct 25

Fair value Decreased 85%

Analysts have significantly revised their price target for IHI downward from $17,483.33 to $2,549.43. This adjustment reflects updated assessments of future fair value and financial assumptions.

Shared on 26 Sep 25

Fair value Increased 1.06%

Despite a slight improvement in future P/E and a minor decline in net profit margin, IHI’s analyst price target was essentially unchanged, edging up modestly to ¥17,483. What's in the News IHI Corporation added to S&P International 700, S&P Global 1200, and S&P TOPIX indices.

Shared on 11 Sep 25

Fair value Increased 1.17%

Following marginal improvements in IHI's net profit margin and revenue growth forecasts, analysts maintained effectively steady expectations, resulting in a slight upward revision of the consensus price target from ¥17,100 to ¥17,300. What's in the News Board approved a 7-for-1 stock split and related amendment to the Articles of Incorporation.

Shared on 27 Aug 25

Fair value Increased 4.91%

Upward revisions to revenue growth and net profit margin forecasts have driven an increase in IHI's consensus analyst price target from ¥16,300 to ¥17,100. What's in the News Issued earnings guidance for fiscal year ending March 31, 2026: revenue JPY 1,650,000 million, operating profit JPY 150,000 million, net profit JPY 120,000 million, EPS JPY 112.85.

Shared on 15 Jul 25

Fair value Increased 56%

Upward revisions in both revenue growth forecasts (from 2.6% to 4.1% p.a.) and net profit margin (from 5.94% to 7.44%) have driven a substantial increase in IHI’s consensus analyst price target, now raised from ¥10,420 to ¥16,300. WHAT'S IN THE NEWS IHI and ICEYE signed an MOU to jointly develop a SAR satellite constellation of up to 24 units, aiming to provide earth observation data for military, civilian, and commercial use, and plan to establish a satellite manufacturing facility in Japan, pending definitive agreements and approvals.