Update shared on04 Sep 2025
With both Mitsubishi's future P/E ratio and discount rate remaining effectively unchanged, there has been no meaningful revision to analyst valuation, leaving the consensus price target steady at ¥3079.
What's in the News
- Mitsubishi and its consortium partners are exiting three major offshore wind power projects in Japan (Chiba and Akita prefectures) due to material inflation, tight supply chains, and broader macroeconomic headwinds; most losses had already been recognized, and further losses are expected to be limited (Nikkei Asia; Key Developments, 2025-08-27).
- Mitsubishi will acquire a 30% stake in Hudbay Minerals’ Copper World project in Arizona for $600 million, underlining the company’s commitment to large North American resource projects and strategic raw material interests (Key Developments, 2025-08-14).
- The Board of Thai Union Group approved an expanded business partnership with Mitsubishi, building on Mitsubishi’s intention to increase its investment for strategic growth and collaboration; further details remain confidential (Key Developments, 2025-08-04).
- Mitsubishi announced dividend increases to JPY 55.00 per share for both 2Q and 4Q fiscal 2026, up from JPY 50.00, and issued profit guidance of JPY 700 billion (JPY 186.74 per share) for FY ending March 2026 (Key Developments, 2025-08-04).
- Mitsubishi is advancing in renewables, partnering with Par Pacific and ENEOS to build Hawaii’s largest renewable fuels facility (operational by year-end), and is also reportedly in talks for a major acquisition of Aethon Energy assets for ~$8 billion, reflecting ongoing portfolio diversification and strategic expansion (Key Developments, 2025-07-21; 2025-06-17).
Valuation Changes
Summary of Valuation Changes for Mitsubishi
- The Consensus Analyst Price Target remained effectively unchanged, at ¥3079.
- The Future P/E for Mitsubishi remained effectively unchanged, moving only marginally from 14.14x to 14.26x.
- The Discount Rate for Mitsubishi remained effectively unchanged, moving only marginally from 7.11% to 7.10%.
Disclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.