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NTT Community
TSE:9432 Community
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NTT
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NTT
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Global Data Center Expansion Will Fuel Digital Transformation
Key Takeaways Expanding global data centers and proprietary tech investments position NTT for sustained high-margin growth as digitalization, cloud, and AI demand accelerate. Shifting to managed services, efficient integration, and next-gen network upgrades supports profitability, scale, and reduces exposure to slow legacy telecom.
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JP¥177
FV
8.8% undervalued
intrinsic discount
3.25%
Revenue growth p.a.
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11 days ago
author updated this narrative
NTT
AN
AnalystHighTarget
Consensus Narrative from 14 Analysts
Digitization And 6G Trends Will Drive Sustainable Connectivity Expansion
Key Takeaways Recurring profits and synergies from integration and strategic ownership position NTT for stronger, more stable net profit growth than widely expected. Leadership in advanced technologies and aggressive investment will drive margin expansion and long-term growth as demand for digital infrastructure accelerates globally.
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JP¥215
FV
24.9% undervalued
intrinsic discount
4.65%
Revenue growth p.a.
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about 2 months ago
author updated this narrative
NTT
AN
AnalystLowTarget
Consensus Narrative from 14 Analysts
Rising Capital Expenditures And Japan's Aging Market Will Pressure Performance
Key Takeaways Reliance on asset sales and exposure to Japan's demographic decline threaten future profit stability and constrain long-term revenue growth. Rising investment costs, intense competition, and uncertain integration benefits jeopardize margins and sustainable earnings.
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JP¥150
FV
7.7% overvalued
intrinsic discount
2.14%
Revenue growth p.a.
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3 months ago
author updated this narrative
Your Valuation for
9432
9432
NTT
Your Fair Value
JP¥
Current Price
JP¥161.50
2.1% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
0
16t
2015
2018
2021
2024
2025
2027
2030
Revenue JP¥15.8t
Earnings JP¥1.1t
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