Isuzu Motors (7202) Stock Overview
Manufactures and sells trucks and buses, light trucks, and powertrains worldwide. More details
| Snowflake Score | |
|---|---|
| Valuation | 5/6 |
| Future Growth | 2/6 |
| Past Performance | 2/6 |
| Financial Health | 5/6 |
| Dividends | 5/6 |
7202 Community Fair Values
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Analyst Price Targets
Isuzu Motors Limited Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | JP¥2,323.50 |
| 52 Week High | JP¥2,929.00 |
| 52 Week Low | JP¥1,822.50 |
| Beta | 0.44 |
| 1 Month Change | 1.89% |
| 3 Month Change | 0.086% |
| 1 Year Change | 17.94% |
| 3 Year Change | 24.85% |
| 5 Year Change | 64.67% |
| Change since IPO | 209.80% |
Recent News & Updates
Narrative Update • Jul 15
7202: Higher Margin Commercial Vehicles Will Support Attractive Future Returns
Analysts have lifted their fair value estimate for Isuzu Motors by ¥100 to ¥3,200, citing research that points to earnings stabilisation supported by price increases in Japan and growth in higher margin commercial vehicles in Japan and North America. What's in the News No recent company specific news items for Isuzu Motors were identified in the provided sources.
Narrative Update • Jul 01
7202: Higher Margin Vehicles Will Likely Fail To Offset Earnings Headwinds
Isuzu Motors' analyst fair value estimate has been revised from ¥2,250 to ¥1,900 as analysts factor in updated assumptions on growth, margins and future P/E, while some also point to earnings support from price hikes and higher margin commercial vehicles in Japan and North America. What’s in the News for Isuzu Motors No recent Isuzu Motors specific news items were available from the provided primary news sources.Narrative Update • Jun 17
7202: Autonomous Bus Rollout Will Support Attractive Future Returns
Analysts have reduced their fair value estimate for Isuzu Motors stock from ¥3,480 to ¥3,100, citing updated assumptions for revenue growth, profit margins, and a lower future P/E multiple. What’s in the News for Isuzu Motors No recent company specific news for Isuzu Motors has been provided in the primary or secondary sources listed.Narrative Update • Jun 03
7202: Autonomous Bus Rollout Will Support Attractive Future Returns
Analysts have adjusted Isuzu Motors' fair value estimate from ¥3,247 to ¥3,480, with the change linked to updated assumptions for revenue growth, profit margins and future P/E levels. What's in the News TIER IV and Isuzu Motors announced the deployment of Level 4 autonomous buses based on the Isuzu ERGA electric and diesel platforms, using the NVIDIA DRIVE Hyperion computing platform.
Narrative Update • May 20
7202: Autonomous Buses And New Leadership Will Support Future Upside
Analysts have trimmed their price target for Isuzu Motors from ¥2,698 to ¥2,595, citing slightly softer assumptions for revenue growth, profit margins and fair value, partly offset by a modestly higher future P/E and lower discount rate in their updated models. What's in the News TIER IV and Isuzu Motors plan to deploy Level 4 autonomous buses in Isuzu ERGA electric and diesel models, using NVIDIA DRIVE Hyperion and DRIVE AGX Thor to support high-capacity public transit and address Japan's driver shortage (Client Announcements).Recent updates
Narrative Update • Jul 15
7202: Higher Margin Commercial Vehicles Will Support Attractive Future Returns
Analysts have lifted their fair value estimate for Isuzu Motors by ¥100 to ¥3,200, citing research that points to earnings stabilisation supported by price increases in Japan and growth in higher margin commercial vehicles in Japan and North America. What's in the News No recent company specific news items for Isuzu Motors were identified in the provided sources.Narrative Update • Jul 01
7202: Higher Margin Vehicles Will Likely Fail To Offset Earnings Headwinds
Isuzu Motors' analyst fair value estimate has been revised from ¥2,250 to ¥1,900 as analysts factor in updated assumptions on growth, margins and future P/E, while some also point to earnings support from price hikes and higher margin commercial vehicles in Japan and North America. What’s in the News for Isuzu Motors No recent Isuzu Motors specific news items were available from the provided primary news sources.Narrative Update • Jun 17
7202: Autonomous Bus Rollout Will Support Attractive Future Returns
Analysts have reduced their fair value estimate for Isuzu Motors stock from ¥3,480 to ¥3,100, citing updated assumptions for revenue growth, profit margins, and a lower future P/E multiple. What’s in the News for Isuzu Motors No recent company specific news for Isuzu Motors has been provided in the primary or secondary sources listed.Narrative Update • Jun 03
7202: Autonomous Bus Rollout Will Support Attractive Future Returns
Analysts have adjusted Isuzu Motors' fair value estimate from ¥3,247 to ¥3,480, with the change linked to updated assumptions for revenue growth, profit margins and future P/E levels. What's in the News TIER IV and Isuzu Motors announced the deployment of Level 4 autonomous buses based on the Isuzu ERGA electric and diesel platforms, using the NVIDIA DRIVE Hyperion computing platform.Narrative Update • May 20
7202: Autonomous Buses And New Leadership Will Support Future Upside
Analysts have trimmed their price target for Isuzu Motors from ¥2,698 to ¥2,595, citing slightly softer assumptions for revenue growth, profit margins and fair value, partly offset by a modestly higher future P/E and lower discount rate in their updated models. What's in the News TIER IV and Isuzu Motors plan to deploy Level 4 autonomous buses in Isuzu ERGA electric and diesel models, using NVIDIA DRIVE Hyperion and DRIVE AGX Thor to support high-capacity public transit and address Japan's driver shortage (Client Announcements).Analysis Article • May 16
The Isuzu Motors Limited (TSE:7202) Annual Results Are Out And Analysts Have Published New Forecasts
It's been a good week for Isuzu Motors Limited ( TSE:7202 ) shareholders, because the company has just released its...Narrative Update • Apr 30
7202: Autonomous Buses Will Drive Future Earnings Under New Leadership
Analysts have trimmed their price target for Isuzu Motors from about ¥2,753 to roughly ¥2,698, citing slightly higher discount rate assumptions and marginally lower fair value, profit margin and future P/E inputs in their updated models. What's in the News TIER IV and Isuzu Motors announced plans to deploy Level 4 autonomous buses using the NVIDIA DRIVE Hyperion platform in Isuzu ERGA electric and diesel models, combining Isuzu's bus platforms with TIER IV's Autoware-based software and NVIDIA AI compute for high-capacity public transit (Client Announcements).Narrative Update • Apr 15
7202: Level 4 Buses And New Leadership Will Drive Future Earnings
Analysts have trimmed their price target for Isuzu Motors slightly from ¥2,760 to ¥2,752.50, reflecting small adjustments to fair value inputs, including the discount rate, revenue growth, profit margin, and assumed future P/E, while keeping their overall view broadly unchanged. What's in the News TIER IV and Isuzu Motors announced plans to deploy Level 4 autonomous buses using the NVIDIA DRIVE Hyperion platform and NVIDIA DRIVE AGX Thor system-on-chip in Isuzu ERGA electric and diesel models, aimed at high capacity public transit and addressing Japan's national driver shortage (Client Announcements).Narrative Update • Mar 31
7202: Future Earnings Will Benefit From Level 4 Buses And New Leadership
Analysts have maintained their ¥2,760 price target for Isuzu Motors, citing only very small adjustments in the discount rate, revenue growth, profit margin, and future P/E assumptions that do not materially affect their valuation view. What's in the News TIER IV and Isuzu announced deployment plans for Level 4 autonomous buses using NVIDIA DRIVE Hyperion and DRIVE AGX Thor in Isuzu ERGA electric and diesel models, aiming to support high capacity public transit and address Japan's driver shortage (client announcement).Narrative Update • Mar 17
7202: Future Earnings Will Benefit From Capital Reduction And Completed Share Repurchases
Analysts have adjusted their price target on Isuzu Motors to ¥2,760 from ¥2,619, reflecting updated views on fair value, discount rate, revenue growth, profit margin and future P/E assumptions. What's in the News The Board of Directors approved a change in top leadership, with Naohiro Yamaguchi set to become President and Representative Director, CEO on April 1, 2026, and current CEO Masanori Katayama shifting to Chairman and Director of the Board, aligned with the mid term plan ISUZU Transformation Growth to 2030 (IX) (Board resolution, Feb 27, 2026).Narrative Update • Mar 03
7202: Capital Reduction And Share Buybacks Will Likely Restrain Future Upside
Analysts have raised their price target on Isuzu Motors from ¥1,900 to ¥2,250, pointing to updated assumptions for revenue growth, profit margins, and a slightly lower future P/E multiple as key drivers of the new fair value estimate. What's in the News A board meeting is scheduled for February 27, 2026 to consider changes to Representative Directors, which could affect the senior leadership structure at Isuzu Motors (company filing).Narrative Update • Feb 17
7202: Future Earnings Will Reflect Capital Reduction Plans And Ongoing Share Repurchases
Analysts have raised their price target for Isuzu Motors to ¥2,619 from ¥2,342, based on updated assumptions that include the current fair value estimate, discount rate, revenue growth, profit margin, and future P/E. What's in the News Isuzu Motors issued consolidated earnings guidance for the fiscal year ending March 31, 2026, targeting revenue of ¥3,300,000 million, operating profit of ¥210,000 million, profit attributable to owners of parent of ¥130,000 million, and basic EPS of ¥186.16.Analysis Article • Feb 15
Isuzu Motors Limited Just Recorded A 19% EPS Beat: Here's What Analysts Are Forecasting Next
It's been a good week for Isuzu Motors Limited ( TSE:7202 ) shareholders, because the company has just released its...Analysis Article • Feb 12
Isuzu Motors (TSE:7202) Is Paying Out A Dividend Of ¥46.00
Isuzu Motors Limited ( TSE:7202 ) will pay a dividend of ¥46.00 on the 29th of June. Based on this payment, the...Narrative Update • Feb 03
7202: Share Buybacks And Capital Reduction Will Support Attractive Future Returns
Analysts have inched up their fair value estimate for Isuzu Motors to ¥3,247.29 from ¥3,236.38, citing small refinements to the discount rate, revenue growth and profit margin assumptions, as well as a slightly higher future P/E multiple. What's in the News Completed share repurchase of 24,774,800 shares, representing 3.51% of shares, for ¥49,999.96 million under the buyback announced on May 29, 2025, including 10,461,300 shares, or 1.5%, bought between October 1, 2025 and December 23, 2025 (Key Developments) Board meeting on December 25, 2025 set an agenda to reduce stated capital to ¥100 million on March 31, 2026, subject to approval and completion (Key Developments) For the fiscal year ending March 31, 2026, the company issued guidance for revenue of ¥3,300,000 million, operating profit of ¥210,000 million, profit attributable to owners of parent of ¥130,000 million and basic EPS of ¥185.55 (Key Developments) Valuation Changes Fair Value was revised slightly to ¥3,247.29 from ¥3,236.38, reflecting modest tweaks to underlying assumptions.Analysis Article • Jan 22
Are Investors Undervaluing Isuzu Motors Limited (TSE:7202) By 24%?
Key Insights The projected fair value for Isuzu Motors is JP¥3,358 based on 2 Stage Free Cash Flow to Equity Isuzu...Narrative Update • Jan 20
7202: Share Buybacks And Capital Reduction Will Support Higher Future Returns
Analysts have raised their price target on Isuzu Motors from ¥2,650 to about ¥3,236. They point to updated assumptions around fair value, a slightly lower discount rate, moderated revenue growth, a higher profit margin, and a modestly adjusted future P/E multiple.Analysis Article • Jan 07
Isuzu Motors (TSE:7202) Is Paying Out A Dividend Of ¥46.00
Isuzu Motors Limited ( TSE:7202 ) will pay a dividend of ¥46.00 on the 29th of June. The dividend yield will be 3.7...Narrative Update • Jan 06
7202: Capital Reduction And Share Buybacks Will Likely Limit Upside
Analysts have raised their price target for Isuzu Motors from ¥1,700 to ¥1,900, citing updated assumptions for revenue growth, profit margins, discount rate and forward P/E that, in their view, better reflect the stock’s current risk and return profile. What's in the News Board meeting scheduled for December 25, 2025, with an agenda to reduce Isuzu Motors' stated capital to ¥100 million on March 31, 2026 (company disclosure).Narrative Update • Dec 21
7202: Future Earnings Will Reflect Margin Stability And Recent Share Repurchase
Analysts have nudged their price target for Isuzu Motors modestly higher, to approximately ¥2,340 from about ¥2,290. They cite slightly improved profit margin expectations and a marginally lower discount rate, despite largely unchanged revenue growth assumptions.Narrative Update • Dec 07
7202: Earnings Outlook Will Reflect Margin Gains And Completed Share Repurchase
Analysts have modestly raised their price target on Isuzu Motors to ¥2,292 from ¥2,192. This reflects expectations for slightly faster revenue growth, improved profit margins, and a lower future P E multiple that together support a higher fair value assessment.Analysis Article • Nov 29
Isuzu Motors (TSE:7202) Will Pay A Dividend Of ¥46.00
Isuzu Motors Limited ( TSE:7202 ) has announced that it will pay a dividend of ¥46.00 per share on the 29th of June...Analysis Article • Nov 28
Market Might Still Lack Some Conviction On Isuzu Motors Limited (TSE:7202) Even After 25% Share Price Boost
The Isuzu Motors Limited ( TSE:7202 ) share price has done very well over the last month, posting an excellent gain of...Narrative Update • Nov 23
7202: Discount Rate Improvement And Share Buyback Will Shape Earnings Outlook
Analysts have raised their price target for Isuzu Motors from ¥2,164.29 to ¥2,192.31, citing an improved discount rate. This change offsets slightly lower expectations for revenue growth and profit margins.Analysis Article • Oct 28
We Think Isuzu Motors (TSE:7202) Is Taking Some Risk With Its Debt
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Analysis Article • Sep 20
Isuzu Motors (TSE:7202) Is Paying Out A Dividend Of ¥46.00
The board of Isuzu Motors Limited ( TSE:7202 ) has announced that it will pay a dividend of ¥46.00 per share on the 1st...Analysis Article • Sep 05
Isuzu Motors (TSE:7202) Has Announced A Dividend Of ¥46.00
The board of Isuzu Motors Limited ( TSE:7202 ) has announced that it will pay a dividend of ¥46.00 per share on the 1st...Narrative Update • Sep 05
CV Sales Expansion And IFRS Adoption Will Broaden Market Reach
Isuzu Motors’ valuation outlook remains stable, with negligible changes in both its future P/E and revenue growth forecasts, resulting in an unchanged consensus price target of ¥2164. What's in the News Issued consolidated earnings guidance for FY ending March 31, 2026: revenue JPY 3,300,000 million, operating profit JPY 210,000 million, net profit JPY 130,000 million, basic EPS JPY 184.25.Analysis Article • Aug 22
Isuzu Motors' (TSE:7202) Dividend Will Be ¥46.00
Isuzu Motors Limited ( TSE:7202 ) has announced that it will pay a dividend of ¥46.00 per share on the 1st of December...Analysis Article • Aug 08
Isuzu Motors (TSE:7202) Has Announced A Dividend Of ¥46.00
The board of Isuzu Motors Limited ( TSE:7202 ) has announced that it will pay a dividend on the 1st of December, with...Analysis Article • Jul 24
Isuzu Motors' (TSE:7202) Dividend Will Be ¥46.00
Isuzu Motors Limited ( TSE:7202 ) will pay a dividend of ¥46.00 on the 1st of December. Based on this payment, the...New Narrative • May 18
CV Sales Expansion And IFRS Adoption Will Broaden Market Reach
Isuzu's expansion in CV sales and shift to IFRS may boost domestic sales and investor confidence, enhancing revenue and earnings.Shareholder Returns
| 7202 | JP Auto | JP Market | |
|---|---|---|---|
| 7D | -0.3% | 2.5% | -3.5% |
| 1Y | 17.9% | 13.9% | 37.4% |
Return vs Industry: 7202 exceeded the JP Auto industry which returned 13.9% over the past year.
Return vs Market: 7202 underperformed the JP Market which returned 37.4% over the past year.
Price Volatility
| 7202 volatility | |
|---|---|
| 7202 Average Weekly Movement | 5.7% |
| Auto Industry Average Movement | 5.1% |
| Market Average Movement | 4.3% |
| 10% most volatile stocks in JP Market | 9.3% |
| 10% least volatile stocks in JP Market | 2.1% |
Stable Share Price: 7202 has not had significant price volatility in the past 3 months compared to the JP market.
Volatility Over Time: 7202's weekly volatility (6%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1916 | 43,005 | Naohiro Yamaguchi | www.isuzu.co.jp |
Isuzu Motors Limited manufactures and sells trucks and buses, light trucks, and powertrains worldwide. It offers large-, medium- and light-duty trucks, automotive diesel engines, and industrial diesel engines, as well as pick up trucks and SUV. The company was formerly known as Diesel Automobile Industry Co., Ltd.
Isuzu Motors Limited Fundamentals Summary
| 7202 fundamental statistics | |
|---|---|
| Market cap | JP¥1.60t |
| Earnings (TTM) | JP¥134.88b |
| Revenue (TTM) | JP¥3.48t |
11.8x
P/E Ratio0.5x
P/S RatioIs 7202 overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| 7202 income statement (TTM) | |
|---|---|
| Revenue | JP¥3.48t |
| Cost of Revenue | JP¥2.81t |
| Gross Profit | JP¥664.90b |
| Other Expenses | JP¥530.03b |
| Earnings | JP¥134.88b |
Last Reported Earnings
Mar 31, 2026
Next Earnings Date
Aug 03, 2026
| Earnings per share (EPS) | 196.26 |
| Gross Margin | 19.11% |
| Net Profit Margin | 3.88% |
| Debt/Equity Ratio | 44.7% |
How did 7202 perform over the long term?
See historical performance and comparisonDividends
4.0%
Current Dividend Yield48%
Payout RatioCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/07/21 00:43 |
| End of Day Share Price | 2026/07/17 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2026/03/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
| |
| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Isuzu Motors Limited is covered by 24 analysts. 13 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Kei Nihonyanagi | Barclays |
| Kentaro Hosoda | BofA Global Research |
| Shiro Sakamaki | BofA Global Research |