Update shared on06 Sep 2025
With both Kao's Future P/E and discount rate remaining effectively unchanged, the consensus analyst price target also held steady at ¥7630.
What's in the News
- Kao joined a 27-company consortium, led by Resonac, to co-develop materials and equipment for next-generation panel-level organic interposers in advanced semiconductor packaging.
- Opened a new tertiary amine production plant in Texas, boosting supply chain efficiency for the U.S. market and supporting Kao's Global Sharp Top strategy.
- Announced a share repurchase program of up to 15 million shares (3.22% of issued capital), worth ¥80 billion, to enhance capital efficiency and shareholder returns.
- Increased interim dividend to JPY 77 per share from 76 the previous year.
- Raised fiscal 2025 consolidated earnings guidance: net sales to JPY 1,690 billion and net income to JPY 121 billion, both above prior forecasts.
Valuation Changes
Summary of Valuation Changes for Kao
- The Consensus Analyst Price Target remained effectively unchanged, at ¥7630.
- The Future P/E for Kao remained effectively unchanged, moving only marginally from 27.78x to 28.02x.
- The Discount Rate for Kao remained effectively unchanged, moving only marginally from 5.86% to 5.85%.
Disclaimer
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