Update shared on31 Aug 2025
Fair value Increased 1.64%As Inpex’s future P/E and discount rate remained essentially unchanged, analysts have kept their outlook steady, reflected in only a slight increase in the fair value estimate to ¥2411.
What's in the News
- Board approved acquisition of treasury stock and authorized a share buyback plan.
- Announced a share repurchase program for up to 50 million shares (4.17% of issued capital), totaling ¥80,000 million, valid through year-end to improve capital efficiency and shareholder returns.
- Increased interim dividend to ¥50 per share (from ¥43 a year ago) and raised year-end dividend forecast to ¥50 (from previous guidance of ¥45), with an annual forecast of ¥100 per share for FY2025.
- Dividend increases align with a policy to target a total return ratio of 50% or higher and implement progressive, stable shareholder returns.
- Upgraded FY2025 earnings guidance: revenue of ¥1,995,000 million (up from ¥1,822,000 million), operating profit of ¥1,085,000 million (from ¥916,000 million), net profit of ¥370,000 million (from ¥300,000 million), and basic EPS of ¥308.96.
Valuation Changes
Summary of Valuation Changes for Inpex
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from ¥2372 to ¥2411.
- The Future P/E for Inpex remained effectively unchanged, moving only marginally from 10.64x to 10.81x.
- The Discount Rate for Inpex remained effectively unchanged, moving only marginally from 5.26% to 5.25%.
Disclaimer
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