Update shared on15 Jul 2025
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.
- Board to propose the introduction of a restricted stock unit plan for IHI directors at the next annual general meeting.
- Fiscal year 2026 consolidated earnings guidance: revenue JPY 1,650,000 million, operating profit JPY 150,000 million, net profit JPY 120,000 million, basic EPS JPY 789.94.
- Year-end and second-quarter dividends increased to JPY 70.00 per share (up from JPY 50.00 a year earlier), with payments commencing June 26.
VALUATION CHANGES
Summary of Valuation Changes for IHI
- The Consensus Analyst Price Target has significantly risen from ¥10420 to ¥16300.
- The Consensus Revenue Growth forecasts for IHI has significantly risen from 2.6% per annum to 4.1% per annum.
- The Net Profit Margin for IHI has significantly risen from 5.94% to 7.44%.
Disclaimer
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