Update shared on 06 Sep 2025
Milbon's consensus price target remains steady at ¥2680, as both the discount rate and future P/E ratio saw negligible movement, indicating no material change in analysts' outlook or fair value.
What's in the News
- Board resolved to repurchase own shares.
- Company lowered FY2025 consolidated earnings guidance: net sales now forecast at ¥52.3bn (previously ¥54.25bn), operating income ¥5.3bn (was ¥7bn), profit attributable to owners of parent ¥3bn (was ¥5.2bn), and EPS ¥92.09 (was ¥159.69).
- Downward revisions reflect weaker domestic sales due to consumer budget-consciousness and competitive pressures, inventory valuation losses, and an investment securities valuation loss; overseas sales remain in line with plan; no change to dividend forecast.
- Announced share repurchase program of 870,000 shares (2.67% of capital) for up to ¥2bn, aiming to enhance shareholder returns and improve capital efficiency; program runs until December 23, 2025.
Valuation Changes
Summary of Valuation Changes for Milbon
- The Consensus Analyst Price Target remained effectively unchanged, at ¥2680.
- The Discount Rate for Milbon remained effectively unchanged, moving only marginally from 5.68% to 5.67%.
- The Future P/E for Milbon remained effectively unchanged, at 17.87x.
Disclaimer
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