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1605: Future Buyback Expansion Is Expected To Limit Shareholder Returns

Update shared on 22 Nov 2025

Fair value Increased 9.92%
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AnalystConsensusTarget's Fair Value
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1Y
69.3%
7D
7.3%

Analysts have raised their price target for Inpex from ¥2,548 to ¥2,801. They cited an improved outlook with better projected revenue growth and only minor changes to profit margins.

What's in the News

  • Inpex revised its consolidated earnings guidance for the year ending December 31, 2025. The company now expects net sales of JPY 2,000,000 million and operating profit of JPY 1,120,000 million, reflecting stronger operations and updated market assumptions (Key Developments).
  • The company announced an increase in its equity buyback plan, raising total authorization to ¥100,000 million and the number of shares to 60,000,000. The plan has now been extended until January 31, 2026 (Key Developments).
  • Between August 8, 2025, and September 30, 2025, Inpex completed the repurchase of 11,396,500 shares for ¥28,321.54 million under its recent buyback program (Key Developments).
  • The board of directors held a meeting on November 13, 2025, to consider enhancing the shareholder benefit system and to address other company matters (Key Developments).

Valuation Changes

  • Consensus Analyst Price Target has increased from ¥2,548 to ¥2,801, indicating a higher estimated fair value.
  • Discount Rate remains unchanged at 4.8%.
  • Revenue Growth estimate has improved, with the negative growth rate lessening from -3.85% to -2.47%.
  • Net Profit Margin is virtually stable, shifting marginally from 17.12% to 17.10%.
  • Future P/E ratio has risen from 10.28x to 11.47x, reflecting higher expected valuation multiples.

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.