Update shared on 26 Nov 2025
Analysts have modestly reduced their price target for T&D Holdings, trimming it from ¥4,361 to ¥4,361. They cited slightly lower expectations for revenue growth but noted improved profit margins and a more favorable forward price-to-earnings outlook.
What's in the News
- T&D Holdings provided earnings guidance for the year ending March 31, 2026. The company expects ordinary revenues of JPY 3,010,000 million, ordinary profit of JPY 223,000 million, profit attributable to owners of parent of JPY 118,000 million, and earnings per share of JPY 230.43 (Key Developments).
- The company announced an increased dividend of JPY 62.00 per share for the second quarter-end of the year ending March 31, 2026. This is compared to JPY 40.00 per share a year ago, with dividend distribution starting December 5, 2025 (Key Developments).
- T&D Holdings completed the repurchase of 13,159,600 shares, representing 2.6 percent of outstanding shares, for ¥46,738.43 million under the buyback program announced on March 31, 2025 (Key Developments).
Valuation Changes
- Consensus Analyst Price Target remained unchanged at ¥4,361.
- Discount Rate held steady at 4.8%.
- Revenue Growth expectation decreased modestly from 13.11% to 11.92%.
- Net Profit Margin improved slightly from 4.53% to 4.65%.
- Future P/E ratio declined from 13.96x to 13.05x.
Disclaimer
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