Update shared on05 Sep 2025
As there were no notable changes in Otsuka Holdings' consensus revenue growth (2.4% per annum) or net profit margin (11.89%), the analyst price target remained unchanged at ¥9,282.
What's in the News
- Raised full-year dividend guidance to JPY 140 per share, up from JPY 120 previously, reflecting ongoing commitment to shareholder returns under the fourth midterm plan.
- Upgraded full-year consolidated financial forecast with higher operating profit (JPY 450,000 million vs. JPY 375,000 million prior) and basic EPS (JPY 622.52 vs. JPY 512.01), driven by lower-than-expected SG&A and R&D expenses and income from sale of MicroPort Scientific shares.
- Pharmaceutical segment revenue expected to exceed previous forecast due to U.S. IV solution business consolidation, partially offsetting nutraceutical segment weakness from exchange rate impacts.
- Improved first-half financial outlook, with increased revenue (JPY 1,180,000 million vs. JPY 1,174,000 million) and profit attributable to owners (JPY 173,000 million vs. JPY 147,000 million).
- Board discussed interim and annual dividend revisions in line with updated forecasts.
Valuation Changes
Summary of Valuation Changes for Otsuka Holdings
- The Consensus Analyst Price Target remained effectively unchanged, at ¥9282.
- The Consensus Revenue Growth forecasts for Otsuka Holdings remained effectively unchanged, at 2.4% per annum.
- The Net Profit Margin for Otsuka Holdings remained effectively unchanged, at 11.89%.
Disclaimer
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