Update shared on 06 Nov 2025
Fair value Increased 6.77%Analysts have raised their price target for T&D Holdings by approximately ¥277, now projecting a fair value of ¥4,361. This adjustment is due to slight changes in the discount rate and future price-to-earnings expectations.
What's in the News
- T&D Holdings has completed the repurchase of 13,159,600 shares, representing 2.6 percent of its outstanding shares, for a total of ¥46,738.43 million in connection with the buyback announced on March 31, 2025 (Key Developments).
- Between July 1, 2025 and September 30, 2025, the company repurchased 8,731,300 shares, representing 1.73 percent, for ¥32,344.47 million as part of the same buyback program (Key Developments).
Valuation Changes
- Fair Value Estimate has increased from ¥4,084 to ¥4,361, reflecting a modest upward revision.
- Discount Rate has risen slightly from 4.72% to 4.8%.
- Revenue Growth expectation remains virtually unchanged, staying around 13.11%.
- Net Profit Margin estimate remains steady at approximately 4.53%.
- Future P/E Ratio has increased from 13.05x to 13.96x, indicating revised market expectations for earnings 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.