Update shared on 17 Nov 2025
Fair value Increased 0.40%Analysts have modestly increased their price target for ITOCHU, raising the estimated fair value from ¥9,696 to ¥9,735. This adjustment is attributed to improved revenue growth projections and a slightly lower discount rate.
What's in the News
- In September 2025, ITOCHU, alongside France's Orano and Uzbekistan's Navoiyuran, completed the evolution of their partnership in the "Nurlikum Mining" joint venture. This expansion enables industrial development of the "South Djengeldi" uranium deposit, targeting an average annual output of 500 tons and up to 700 tons at peak. The agreement is expected to ensure stable uranium production for a decade and boost resource development in Uzbekistan (Key Developments).
- Between July 1 and September 30, 2025, ITOCHU repurchased 7,239,900 shares for ¥58,220.68 million and finalized its share buyback program that began in May 2025. In total, 12,593,800 shares, or 0.89% of outstanding shares, were repurchased for ¥98,352.17 million (Key Developments).
Valuation Changes
- The consensus analyst price target has risen slightly from ¥9,696 to ¥9,735.
- The discount rate has decreased modestly from 6.80% to 6.63%.
- The revenue growth projection has increased from 3.98% to 4.74%.
- The net profit margin estimate has edged down marginally from 5.95% to 5.94%.
- The future P/E ratio has declined slightly from 16.28x to 16.08x.
Disclaimer
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