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Update shared on08 Oct 2025

Fair value Decreased 1.18%
AnalystConsensusTarget's Fair Value
JP¥5,481.82
20.7% undervalued intrinsic discount
08 Oct
JP¥4,347.00
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1Y
-10.4%
7D
-1.1%

Analysts have slightly reduced their price target for Mitsui O.S.K. Lines from ¥5,547 to ¥5,482. They cite adjustments in projected revenue growth and a marginal uptick in the assumed discount rate, while noting stable profit margins.

What's in the News

  • Mitsui O.S.K. Lines has raised its interim dividend forecast from ¥75.00 to ¥85.00 per share and its year-end dividend forecast from ¥75.00 to ¥90.00 per share, projecting an annual dividend of ¥175.00 per share. The year-end dividend approval is scheduled for the June 2026 General Shareholder Meeting (Key Developments).
  • The company increased its Non-Consolidated earnings guidance for the first half of the fiscal year ending September 30, 2025. It now expects revenues of JPY 425,000 million, operating profit of JPY 29,000 million, and net income of JPY 177.00 million, all exceeding previous guidance (Key Developments).
  • For the fiscal year ending March 31, 2026, Mitsui O.S.K. Lines anticipates revenues of JPY 810,000 million, operating profit of JPY 43,000 million, and net income of JPY 212,000 million, representing significant increases compared to earlier forecasts (Key Developments).

Valuation Changes

  • Consensus Analyst Price Target has been reduced slightly, moving from ¥5,547 to ¥5,482.
  • Discount Rate has increased modestly, rising from 7.51% to 7.57%.
  • Revenue Growth projection has declined further, changing from -0.79% to -1.41%.
  • Net Profit Margin is up slightly, increasing from 11.56% to 11.64%.
  • Future P/E ratio has risen marginally, going from 10.23x to 10.29x.

Disclaimer

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