Update shared on06 Sep 2025
Despite a slight increase in Yamaha’s discount rate, both the future P/E and analyst price target remained essentially unchanged, with the fair value holding steady at ¥1132.
What's in the News
- Yamaha lowered FY2026 guidance, with revenue now expected at JPY 452,000 million (down from JPY 455,000 million) and operating profit revised to JPY 30,000 million (down from JPY 38,500 million).
- Profit attributable to owners of parent lowered to JPY 22,500 million (from JPY 28,500 million); basic EPS revised to JPY 49.63 (from JPY 62.90).
- Core operating profit guidance cut to JPY 32,000 million (from JPY 40,000 million).
- Board discussed completion of payment for disposal of treasury stock as restricted stock compensation.
- Yamaha Music Innovations partnered with DataFalcon, Chartmetric, SimScale, and Rightsify to drive productivity improvements.
Valuation Changes
Summary of Valuation Changes for Yamaha
- The Consensus Analyst Price Target remained effectively unchanged, at ¥1132.
- The Discount Rate for Yamaha has risen slightly from 5.21% to 5.35%.
- The Future P/E for Yamaha remained effectively unchanged, moving only marginally from 13.78x to 13.83x.
Disclaimer
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