Update shared on 19 Dec 2025
Fair value Increased 1.11%Analysts have raised their price target on Mitsui modestly to approximately ¥4,490 from about ¥4,440, citing slightly lower discount rate assumptions and marginally improved expectations for long term revenue growth, profit margins, and future valuation multiples.
What's in the News
- Mitsui has launched a large scale share repurchase program of up to 40,000,000 shares (2.77% of its issued capital) for up to ¥200 billion, with all repurchased shares to be cancelled. The program will run until March 19, 2026 (company announcement).
- The Board of Directors has formally authorized the new share buyback plan and scheduled a board meeting on November 5, 2025 to review progress on the repurchase and related capital allocation matters (board meeting agenda).
- Mitsui raised its consolidated profit guidance for the year ending March 31, 2026 to ¥820 billion, up from ¥770 billion previously, reflecting stronger earnings expectations (guidance update).
- The company announced an interim dividend increase to ¥55 per share for the six months ended September 30, 2025, compared with ¥50 per share a year earlier, payable on December 2, 2025 (dividend announcement).
- Mitsui supported Kaynes Semicon in India in delivering the country's first commercially manufactured multi chip module for power applications, strengthening its role in the global semiconductor supply chain (client announcement).
Valuation Changes
- Fair Value Estimate has risen slightly to approximately ¥4,488 from about ¥4,438, reflecting modestly higher long term expectations.
- Discount Rate has fallen slightly to around 6.72 percent from about 6.80 percent, implying a marginally lower required return.
- Revenue Growth Assumption has risen marginally to roughly 2.26 percent from about 2.26 percent previously, indicating a very small upgrade in top line expectations.
- Net Profit Margin Assumption has increased slightly to about 6.07 percent from roughly 6.06 percent, suggesting a small improvement in projected profitability.
- Future P/E Multiple has edged up to around 16.74x from about 16.61x, indicating a modestly higher valuation multiple applied to forward earnings.
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