Update shared on 22 Nov 2025
Analysts have maintained their fair value estimate for Toyota Tsusho at ¥4,238, citing stable outlooks in revenue growth and profit margin. They also noted minor adjustments to the discount rate and future price-to-earnings assumptions.
What's in the News
- Toyota Tsusho revised its consolidated earnings guidance for the fiscal year ending March 31, 2026. The company raised projected profit to JPY 360,000 million and basic earnings per share to JPY 341.00, citing strong second quarter results and a weak yen (Key Developments).
- The company announced a dividend increase for the second quarter, with a payout of JPY 58.00 per share, up from JPY 50.00 per share in the previous year. It also raised the full-year dividend forecast to JPY 58.00 per share (Key Developments).
- The Board of Directors scheduled a meeting on October 31, 2025, to review and potentially revise the forecasts for both consolidated financial results and dividends for the upcoming fiscal year (Key Developments).
Valuation Changes
- The Fair Value Estimate remained unchanged at ¥4,238.
- The Discount Rate increased slightly from 6.87% to 6.88%.
- The Revenue Growth Outlook was stable at 3.18%.
- The Net Profit Margin stayed nearly steady at 3.50%.
- The Future P/E Ratio rose marginally from 13.35x to 13.35x.
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