Update shared on 20 Sep 2025
Fair value Increased 1.27%Otsuka Holdings’ consensus valuation remains stable as a modest decline in revenue growth forecasts to 2.3% is offset by a slight improvement in net profit margin to 12.31%, resulting in a marginal increase in the Analyst Price Target from ¥9282 to ¥9400.
What's in the News
- Increased interim and year-end dividends to JPY 70 per share each, up from JPY 60 per share previously.
- Announced annual dividend for FY2025 will be JPY 140 per share, reaffirming commitment to shareholder returns and flexible capital policy.
- Raised FY2025 guidance: operating profit expected at JPY 450,000 million (up from JPY 375,000 million) and basic EPS at JPY 622.52 (up from JPY 512.01), driven by cost reductions and accounting gains from asset sales.
- First half FY2025 forecast revised upward: operating profit of JPY 242,000 million (up from JPY 200,000 million) and basic EPS of JPY 325.12 (up from JPY 276.26).
- Board meeting addressed payment of interim dividend and revision of annual dividend forecast.
Valuation Changes
Summary of Valuation Changes for Otsuka Holdings
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from ¥9282 to ¥9400.
- The Consensus Revenue Growth forecasts for Otsuka Holdings has fallen slightly from 2.4% per annum to 2.3% per annum.
- The Net Profit Margin for Otsuka Holdings has risen slightly from 11.89% to 12.31%.
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.