Update shared on19 Sep 2025
Fair value Increased 6.52%The increase in Mitsubishi’s price target is primarily driven by improved revenue growth forecasts and a higher expected future P/E, resulting in a fair value revision from ¥3079 to ¥3280.
What's in the News
- Mitsubishi and its partners are exiting three offshore wind projects in Chiba and Akita prefectures due to profitability concerns stemming from supply chain constraints, inflation, currency fluctuations, and rising interest rates; most losses have already been recognized, with limited additional financial impact expected (Nikkei Asia, Key Developments 2025-08-27).
- Mitsubishi will acquire a 30% stake in Hudbay's Copper World project in Arizona for $600 million, demonstrating a strategic pivot towards North American copper assets with strong technical backing (Key Developments 2025-08-14).
- Mitsubishi issued new dividend guidance, increasing its interim and year-end dividends to JPY 55.00 per share for each period, up from JPY 50.00 per share (Key Developments 2025-08-04).
- Mitsubishi has finalized a business alliance agreement with Thai Union Group, entailing additional capital investment and a strategic partnership to support future growth, although specific terms remain confidential (Key Developments 2025-08-04).
- Mitsubishi, along with ENEOS and Par Pacific, has invested in Hawaii Renewables, a joint venture to produce renewable fuels at Par Pacific's Kapolei refinery, with the facility slated to become Hawaii's largest renewable fuels plant upon completion by year-end (Key Developments 2025-07-21).
Valuation Changes
Summary of Valuation Changes for Mitsubishi
- The Consensus Analyst Price Target has risen from ¥3079 to ¥3280.
- The Consensus Revenue Growth forecasts for Mitsubishi has significantly risen from 2.9% per annum to 3.4% per annum.
- The Future P/E for Mitsubishi has risen from 14.26x to 15.12x.
Disclaimer
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