Update shared on04 Oct 2025
Fair value Increased 2.46%Analysts have raised their price target for ITOCHU from ¥9,464 to ¥9,696. They cite modest improvements in revenue growth projections and a slight decrease in the discount rate as key factors supporting their updated outlook.
What's in the News
- ITOCHU, Navoiyuran (Uzbekistan), and Orano (France) expanded their joint venture "Nurlikum Mining" to begin industrial development of the South Djengeldi uranium deposit. This project is expected to provide stable uranium output for a decade and strengthen cooperation in resource exploration. (Key Developments)
- The company completed a major share buyback, repurchasing 12,593,800 shares for ¥98,352.17 million as part of its strategic capital management plan announced in May 2025. (Key Developments)
- ITOCHU partnered with L&T Energy Green Tech Limited to develop a 300 KTPA green ammonia facility in Gujarat, India. This initiative supports clean energy and zero-emission marine fuel projects. (Key Developments)
Valuation Changes
- Consensus Analyst Price Target has increased modestly from ¥9,464 to ¥9,696.
- Discount Rate has decreased slightly from 6.92% to 6.90%.
- Revenue Growth expectations have risen gently from 3.89% to 3.98%.
- Net Profit Margin remains stable, moving marginally from 5.95% to 5.96%.
- Future P/E Ratio has nudged up from 15.99x to 16.33x.
Disclaimer
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