Update shared on 02 Nov 2025
Analyst Price Target Update for ITOCHU
Analysts have maintained their fair value estimate for ITOCHU at ¥9,696. They cite a stable discount rate and future profit expectations as key factors supporting their unchanged outlook.
What's in the News
- ITOCHU, together with Navoiyuran and Orano, expanded their joint venture "Nurlikum Mining" to develop the South Djengeldi uranium deposit in Uzbekistan. Navoiyuran and Orano will each hold a 45% stake, with ITOCHU as a project partner. The deposit is expected to provide stable uranium production for 10 years, with an average of 500 tons annually. Joint exploration aims to double mineral resource volumes (Key Developments).
- The company completed a share buyback, repurchasing over 7.2 million shares between July and September 2025. This brings total buybacks to 12.6 million shares since May 2025, valued at ¥98.35 billion (Key Developments).
- ITOCHU signed a Joint Development Agreement with L&T Energy Green Tech to commercialise a 300 KTPA green ammonia project in Gujarat, India. The project aims to supply green ammonia for marine fuel in Singapore and supports both companies' decarbonisation efforts (Key Developments).
Valuation Changes
- Fair Value Estimate remains unchanged at ¥9,696.
- Discount Rate decreased slightly from 6.92% to 6.80%.
- Revenue Growth forecast is essentially stable at approximately 3.98%.
- Net Profit Margin remains unchanged at about 5.95%.
- Future P/E ratio has decreased marginally from 16.34x to 16.28x.
Disclaimer
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