Update shared on 01 Dec 2025
Fair value Increased 0.35%Analysts have raised their price target for ITOCHU from ¥9,735 to ¥9,770, reflecting minor adjustments in growth expectations and valuation metrics.
What's in the News
- ITOCHU, together with Navoiyuran (Uzbekistan) and Orano (France), has expanded its joint venture "Nurlikum Mining" to focus on the industrial development of the "South Djengeldi" uranium deposit in Uzbekistan. The goal is to achieve stable production and increased efficiency (Key Developments).
- The revised partnership agreement allocates 45% ownership each to Navoiyuran and Orano, with the remaining share held by ITOCHU. The partners plan to conduct joint geological exploration in an effort to at least double mineral resources (Key Developments).
- The "South Djengeldi" deposit is projected to provide an average of 500 tons of uranium annually, with the possibility of reaching up to 700 tons. This is intended to support a stable supply over the next 10 years (Key Developments).
- From July to September 2025, ITOCHU repurchased 7,239,900 shares for ¥58,220.68 million, completing its buyback program announced in May 2025. The total repurchase amounted to 12,593,800 shares for ¥98,352.17 million (Key Developments).
Valuation Changes
- Fair Value: Increased from ¥9,735.45 to ¥9,770.00, reflecting a modest positive adjustment.
- Discount Rate: Increased slightly from 6.63% to 6.66%.
- Revenue Growth: Improved marginally from 4.74% to 4.79%.
- Net Profit Margin: Remained stable at 5.94%.
- Future P/E: Increased from 16.08x to 16.14x.
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