Unsustainable Civil Aero Engine Sales And Rising SG&A Expenses Will Reduce Future Earnings

Published
25 Nov 24
Updated
15 Jul 25
AnalystConsensusTarget's Fair Value
JP¥16,300.00
2.7% overvalued intrinsic discount
15 Jul
JP¥16,740.00
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1Y
188.1%
7D
0%

Author's Valuation

JP¥16.3k

2.7% overvalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on15 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.

Shared on01 May 25
Fair value Increased 1.29%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on23 Apr 25

AnalystConsensusTarget has decreased revenue growth from 3.7% to 2.6%.

Shared on17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Decreased 0.098%

AnalystConsensusTarget has decreased revenue growth from 4.5% to 3.7%.

Shared on02 Apr 25
Fair value Increased 1.30%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on12 Mar 25
Fair value Decreased 24%

AnalystConsensusTarget has increased revenue growth from 4.0% to 4.5%.