Update shared on 21 Dec 2025
Fair value Increased 0.24%Analysts have modestly increased their price target on Mitsui O.S.K. Lines to ¥5,340 from ¥5,327, citing a slightly lower discount rate and a materially improved long term revenue outlook, even as profit margin assumptions edge down and the expected future P E multiple remains broadly unchanged.
What's in the News
- Board approves leadership changes, appointing Jotaro Tamura as Chief Executive Officer effective April 1, 2026, while current CEO Takeshi Hashimoto becomes Representative Director and Chairman of the Board (Board meeting, Dec 19, 2025)
- Board convenes to resolve a broader slate of personnel changes for chairman, president, vice presidents, and representative directors, signaling a significant governance reshuffle (Board meeting, Dec 19, 2025)
- Mitsui O.S.K. Lines secures in principle approval to form two 50:50 joint ventures with Oil and Natural Gas Corporation for very large ethane carriers, expanding into ethane transportation and energy logistics (Strategic alliances)
- Company revises fiscal year ending March 31, 2026 guidance, nudging revenue expectations higher but lowering operating profit and profit attributable to owners of parent, with net income per share now projected at ¥523.16 (Corporate guidance)
- Dividend forecast for fiscal 2025 raised to a total of ¥200.00 per share, combining an ¥85.00 interim and ¥115.00 year end dividend, reflecting a focus on shareholder returns under the BLUE ACTION 2035 plan (Dividend guidance, Board meeting Nov 4, 2025)
Valuation Changes
- Fair Value Estimate increased slightly to ¥5,340 from ¥5,327, reflecting a modest uplift in the intrinsic value assessment.
- Discount Rate edged down marginally from 7.73 percent to approximately 7.66 percent, modestly boosting the present value of future cash flows.
- Revenue Growth was revised materially higher from a projected contraction of about 14.1 percent to a near flat profile of roughly negative 0.3 percent, indicating a more resilient top line outlook.
- Net Profit Margin was reduced slightly from about 10.80 percent to roughly 10.74 percent, implying a small compression in expected profitability.
- Future P E was held broadly stable, ticking up only marginally from around 10.65x to about 10.67x, suggesting little change in the valuation multiple applied to forward earnings.
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