Update shared on 24 Nov 2025
Fair value Decreased 11%Analysts have lowered their price target for Ichigo from ¥470 to ¥420. They cite notably reduced revenue growth expectations, while profit margins and discount rates remain relatively stable.
What's in the News
- Ichigo Inc. reported total power generation of 16,897,036 kWh for October 2025, an increase compared to 16,287,036 kWh in the same period last year (Announcement of Operating Results).
- The company has launched a share repurchase program, planning to buy back up to 15,200,000 shares. This accounts for 3.68% of its issued share capital, for ¥5,000 million, with the program running through May 31, 2026 (Buyback Transaction Announcements).
- As of October 31, 2025, Ichigo had 445,689,218 issued shares and 32,397,011 treasury shares (Buyback Transaction Announcements).
- The Board of Directors authorized a new buyback plan on November 6, 2025 (Buyback Transaction Announcements).
- For September 2025, Ichigo reported power generation of 18,762,148 kWh, down from 20,369,783 kWh a year earlier (Announcement of Operating Results).
Valuation Changes
- Consensus Analyst Price Target has been lowered from ¥470 to ¥420.
- Revenue Growth expectations have fallen significantly, declining from 14.95% to 4.38%.
- Net Profit Margin remains broadly stable, edging down from 16.08% to 16.02%.
- Discount Rate has risen slightly from 11.01% to 11.1%.
- Future P/E ratio has decreased from 13.50x to 11.29x. This indicates lower expected valuation multiples.
Disclaimer
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