Shared on 24 Oct 25
Narrative Update on Toyota Tsusho: Analyst Price Target Revised Analysts have reaffirmed their price target for Toyota Tsusho at ¥4,138, citing adjusted expectations for revenue growth and profit margins as factors supporting the unchanged valuation. What's in the News Toyota Tsusho and Asahi Kasei have formed a strategic alliance to supply automotive lithium-ion battery separators in North America (Key Developments).
Shared on 10 Oct 25
Fair value Increased 6.27%Expansion Of Recycling And Renewable Energy Will Fuel ESG Trends
Analysts have raised their price target for Toyota Tsusho from ¥3,894 to ¥4,138. They cite modest improvements in fair value estimates and lowered discount rates, while maintaining cautious expectations on growth and profitability metrics.
Shared on 26 Sep 25
Fair value Increased 6.22%Expansion Of Recycling And Renewable Energy Will Fuel ESG Trends
The upward revision in Toyota Tsusho’s consensus price target to ¥3894 primarily reflects heightened analyst expectations for revenue growth (from 4.3% to 5.0% per annum) and a slightly higher future P/E ratio, supporting the increase in fair value. What's in the News Toyota Tsusho and Asahi Kasei have formed a strategic alliance for the supply of Hipore™ lithium-ion battery separators in North America.
Shared on 11 Sep 25
Fair value Increased 4.27%Expansion Of Recycling And Renewable Energy Will Fuel ESG Trends
The upward revision in Toyota Tsusho’s consensus price target likely reflects a modest increase in Future P/E, with profitability margins stable, resulting in a new fair value of ¥3666. What's in the News Toyota Tsusho and Asahi Kasei formed a strategic partnership to supply automotive lithium-ion battery separators in North America, securing preferential production capacity from a new coating facility in Charlotte and supporting growth in the EV battery supply chain.
Shared on 27 Aug 25
Fair value Increased 1.44%Expansion Of Recycling And Renewable Energy Will Fuel ESG Trends
Toyota Tsusho’s fair value estimate saw a marginal increase to ¥3516, with consensus analyst expectations and key valuation metrics such as Future P/E and Discount Rate remaining effectively unchanged. What's in the News Asahi Kasei and Toyota Tsusho formed a strategic partnership to supply automotive lithium-ion battery separators in North America, with a new coating facility under construction in Charlotte, North Carolina and expansion plans in Canada.