Update shared on 31 Oct 2025
Fair value Increased 1.93%Analysts have increased their price target for Industrial & Infrastructure Fund Investment from ¥147,000 to ¥149,833. They cite improved discount rates, slight revenue growth, and marginally higher profit margins in their updated outlook.
What's in the News
- The Board of Directors approved a repurchase of investment units on July 30, 2025 (Board Meeting).
- The company completed a repurchase of 7,755 shares, representing 0.31 percent, for ¥999.92 million between August 1 and September 19, 2025 (Buyback Tranche Update).
- The company revised its earnings guidance upward for the fiscal period ending January 31, 2026, with operating revenue expected at JPY 23,878 million and net income at JPY 10,497 million (Corporate Guidance Raised).
- The dividend forecast was increased to JPY 4,310 per share for the period ending January 31, 2026 (Dividend Increases).
- The IIF Narashino Logistics Center I (Building) acquisition was completed, earning high environmental certifications and achieving 100 percent occupancy (Business Expansions).
Valuation Changes
- Consensus Analyst Price Target: Increased from ¥147,000 to ¥149,833, reflecting a modest rise in estimated fair value.
- Discount Rate: Declined slightly from 7.53 percent to 7.52 percent, indicating a marginally lower required return by analysts.
- Revenue Growth: Edged up minimally from 3.43 percent to 3.43 percent, suggesting only a slight increase in long-term top-line expectations.
- Net Profit Margin: Ticked up from 39.28 percent to 39.28 percent, representing a very small improvement in profitability outlook.
- Future P/E: Rose moderately from 20.05x to 20.43x, implying a higher valuation multiple assigned to expected earnings.
Disclaimer
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