Update shared on 02 Nov 2025
Fair value Increased 2.51%Analysts have raised their price target for Japan Tobacco from ¥4,974 to ¥5,099, citing slightly improved profit margin forecasts even though the outlook for revenue growth remains tempered.
What's in the News
- Japan Tobacco revised its year-end 2025 dividend guidance and increased the expected cash dividend to JPY 130.00 per share from the previously expected JPY 104.00 per share (Key Developments).
- The company provided consolidated earnings forecasts for the fiscal year ending December 31, 2025. It expects revenue of JPY 3,456,000 million, operating profit of JPY 845,000 million, profit attributable to owners of parents of JPY 562,000 million, and basic earnings per share of JPY 316.55 (Key Developments).
- On September 25, 2025, a board meeting was held to consider and resolve entering into an absorption-type split contract with Shionogi, and the contract was entered into on that day (Key Developments).
Valuation Changes
- Consensus Analyst Price Target has risen slightly from ¥4,974 to ¥5,099.
- Discount Rate has increased marginally from 5.68% to 5.68%.
- Revenue Growth forecast has fallen from 4.61% to 3.62%.
- Net Profit Margin outlook has risen moderately from 17.14% to 17.96%.
- Future P/E Ratio estimate has declined from 16.01x to 15.46x.
Disclaimer
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