Update shared on27 Aug 2025
Fair value Increased 1.44%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.
- LG Energy Solution and Toyota Tsusho established Green Metals Battery Innovations, LLC, a joint venture to build a battery recycling plant in North Carolina, aiming for a closed-loop battery material system and reducing carbon emissions.
- Toyota Tsusho partnered with Unicharm and CFAO Kenya to form Sofy East Africa Limited, a joint venture for manufacturing and selling feminine, baby, and wellness care products in Kenya, with plans to expand regionally.
- Toyota Tsusho’s board is considering a share repurchase program, targeting up to 11.19% of its issued share capital for approx. ¥360.7 billion, to be funded through company funds or borrowings.
Valuation Changes
Summary of Valuation Changes for Toyota Tsusho
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from ¥3466 to ¥3516.
- The Future P/E for Toyota Tsusho remained effectively unchanged, moving only marginally from 10.95x to 11.11x.
- The Discount Rate for Toyota Tsusho remained effectively unchanged, moving only marginally from 7.12% to 7.13%.
Disclaimer
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