Update shared on 07 Nov 2025
Fair value Increased 1.66%Narrative Update on Mitsui: Analyst Price Target Revision
Analysts have raised their price target for Mitsui from ¥4,010 to approximately ¥4,077. This revision is based on adjustments to discount rates and expected margins, which more than offset slightly lowered revenue growth projections.
What's in the News
- Berkshire Hathaway, through National Indemnity, increased its stake in Mitsui & Co., reinforcing confidence from major international investors (Reuters).
- Mitsui is partnering with BHP and leading a consortium to explore carbon capture, utilization, and storage (CCUS) opportunities in Asia, working alongside multiple global steel and energy companies (Bloomberg).
- Mitsui announced an interim dividend increase to JPY 55 per share for the six months ended September 30, 2025, up from JPY 50 previously.
- The company authorized a share buyback program, aiming to repurchase up to 40 million shares, or 2.77% of its issued capital, with a program value of ¥200,000 million valid until March 2026.
- Mitsui revised its fiscal year 2026 earnings guidance upward, now targeting a profit of JPY 820 billion, compared to the previous forecast of JPY 770 billion.
Valuation Changes
- Consensus Analyst Price Target has risen slightly from ¥4,010 to approximately ¥4,077.
- Discount Rate decreased modestly from 7.02% to 6.80%.
- Revenue Growth expectation lowered from 2.92% to 2.14%.
- Net Profit Margin improved from 5.80% to 6.00%.
- Future P/E increased marginally from 14.81x to 14.86x.
Disclaimer
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