Update shared on10 Oct 2025
Fair value Increased 6.27%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.
What's in the News
- Asahi Kasei and Toyota Tsusho have formed a strategic alliance for the supply of automotive lithium-ion battery separators in North America (Key Developments).
- Toyota Tsusho America Inc. has secured preferential production capacity rights for Hipore wet-process LIB separators from Asahi Kasei Battery Separator America, with production beginning in mid-2027 (Key Developments).
- A new coating facility for Hipore separators is under construction in Charlotte, North Carolina, which will ensure a stable supply for Toyota Tsusho and support the establishment of an automotive battery supply chain in the region (Key Developments).
- Asahi Kasei is advancing plans for a battery separator facility in Canada to support rising North American demand, with both Canadian and U.S. operations expected to contribute to growth in the battery ecosystem (Key Developments).
Valuation Changes
- Fair Value Estimate has risen slightly from ¥3,894 to ¥4,138.
- Discount Rate has decreased marginally from 7.02% to 6.94%.
- Revenue Growth projection has edged down from 4.95% to 4.91%.
- Net Profit Margin expectation has decreased fractionally from 3.48% to 3.47%.
- Future P/E ratio has increased from 12.09x to 12.87x.
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