Update shared on 16 Nov 2025
Fair value Increased 2.82%Analysts have raised their price target for Resonac Holdings to approximately ¥5,630.91. This is an increase from ¥5,476.36 and reflects updated expectations for stronger revenue growth and a slightly lower discount rate, despite marginally reduced profit margin forecasts.
What's in the News
- Resonac Corporation has established ‘JOINT3,’ a co-creation evaluation framework in partnership with 26 leading global semiconductor supply chain companies (Key Developments).
- The consortium will develop materials, equipment, and design tools for panel-level organic interposers by utilizing a prototype production line for 515 x 510mm panels (Key Developments).
- Resonac will set up the Advanced Panel Level Interposer Center (APLIC) at its Shimodate Plant in Yuki City, Ibaraki Prefecture. This center will serve as the main initiative hub, with operations targeted to begin in 2026 (Key Developments).
- The project aims to address challenges in expanding interposer size and efficiency by transitioning manufacturing from circular wafer shapes to square panel shapes (Key Developments).
- Notable industry participants in the consortium include AGC Inc., Canon Inc., Tokyo Electron Ltd., 3M Company, and several others from Japan, the US, and Singapore (Key Developments).
Valuation Changes
- Consensus Analyst Price Target has increased from approximately ¥5,476 to ¥5,631, reflecting improved outlook despite slightly lower profit margin forecasts.
- Discount Rate has declined modestly from 7.14% to 7.00%, signaling slightly lower risk assumptions.
- Revenue Growth projection has risen significantly from 0.35% to 1.29%, indicating stronger anticipated expansion.
- Net Profit Margin has decreased marginally from 5.62% to 5.43%.
- Future P/E ratio has increased from 15.73x to 16.54x, suggesting a higher valuation relative to expected future earnings.
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