Update shared on 21 Nov 2025
Analysts have slightly lowered their price target for Meiji Holdings to ¥3,328.57. They cite a modest reduction in expected revenue growth while maintaining a stable profit margin outlook.
What's in the News
- A board meeting is scheduled for November 20, 2025 to consider the transfer of assets to a consolidated subsidiary through a company split (Board Meeting).
- The company has revised its consolidated earnings guidance for the year ending March 31, 2026. Net sales are now expected to be JPY 1,177,000 million, with operating profit and profit attributable to owners of parent unchanged. Net sales in the chocolate business are trending above plans, while the nutrition business is projected to finish below initial expectations (Corporate Guidance).
- The dividend has been increased to JPY 52.50 per share for the second quarter ended September 30, 2025, up from JPY 50.00 a year earlier. Dividend payments will begin on December 8, 2025 (Dividend Increases).
Valuation Changes
- Consensus Analyst Price Target remains unchanged at ¥3,328.57.
- Discount Rate is stable at 4.8%.
- Revenue Growth projection has declined modestly, from 2.19% to 1.81%.
- Net Profit Margin estimate has increased slightly, from 5.06% to 5.10%.
- Future P/E ratio is nearly unchanged, moving marginally lower from 16.67x to 16.62x.
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