Yamaha Motor Future Growth
Future criteria checks 2/6
Yamaha Motor is forecast to grow earnings and revenue by 18.5% and 3% per annum respectively. EPS is expected to grow by 18.7% per annum. Return on equity is forecast to be 11.3% in 3 years.
Key information
18.5%
Earnings growth rate
18.75%
EPS growth rate
| Auto earnings growth | 10.8% |
| Revenue growth rate | 3.0% |
| Future return on equity | 11.31% |
| Analyst coverage | Good |
| Last updated | 04 Aug 2026 |
Recent future growth updates
Analysis Article • Feb 17
Yamaha Motor Co., Ltd. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now
Shareholders of Yamaha Motor Co., Ltd. ( TSE:7272 ) will be pleased this week, given that the stock price is up 15% to...Analysis Article • Nov 07
Yamaha Motor Co., Ltd. Just Reported A Surprise Loss: Here's What Analysts Think Will Happen Next
Yamaha Motor Co., Ltd. ( TSE:7272 ) last week reported its latest third-quarter results, which makes it a good time for...Recent updates
Narrative Update • Aug 04
7272: Rising 2026 Earnings Guidance Will Mask Margin And Valuation Risk
Analysts have lifted their price target fair value for Yamaha Motor from ¥1,276 to ¥1,316, citing updated assumptions for slightly higher revenue growth, a modestly different profit margin profile, and a P/E multiple of 12.21x versus 11.97x previously. What’s in the News for Yamaha Motor Yamaha Motor revised its consolidated earnings guidance for the fiscal year ending December 31, 2026, with updated targets of ¥2,900,000 million in revenue, ¥260,000 million in operating profit, ¥170,000 million in profit attributable to owners of the parent, and basic earnings per share of ¥175.16.Narrative Update • Jun 22
7272: Updated Assumptions Will Shape A Steady Forward Outlook
The analyst price target for Yamaha Motor has been raised from ¥1,177 to ¥1,276. Analysts cited updated assumptions around the discount rate, revenue growth, profit margin and future P/E as the basis for the new valuation view.
Narrative Update • Jun 03
7272: Rider Safety Technology Will Support Margin Resilience And Bullish Case
Analysts have nudged their price target for Yamaha Motor higher from ¥1,400 to about ¥1,480, reflecting updated assumptions around discount rate, revenue growth, profit margin and forward P/E that slightly reframe the stock’s risk and earnings profile. What's in the News Yamaha Motor and Autoliv co-developed an airbag system for the Tricity 300 commuter scooter, aiming to bring advanced rider protection to a broader scooter segment.Narrative Update • May 03
7272: Future Dividend Reset And Margin Resilience Will Sustain Bullish Case
Analysts have reset their fair value estimate for Yamaha Motor to ¥1,400 from ¥1,449, reflecting updated views on revenue growth, profit margins, and a lower assumed future P/E multiple. What's in the News Yamaha Motor and Autoliv co-developed an airbag system for the Tricity 300 scooter, aiming to extend motorcycle style safety features to a broader commuter segment.Narrative Update • Apr 17
7272: Airbag Safety Progress And Dividend Reset Will Shape A Measured Outlook
Analysts have adjusted their price target on Yamaha Motor slightly higher to ¥1,177 from ¥1,162, citing updated assumptions that combine a marginally different discount rate, modestly revised revenue growth, a slightly higher profit margin, and a small change in the future P/E multiple. What's in the News Yamaha Motor and Autoliv co-developed an airbag system for the Tricity 300 commuter scooter, designed to protect riders in front collisions, with market availability for the updated model expected in the first half of 2026 (Key Developments).Narrative Update • Apr 03
7272: Airbag Safety Initiative And Earnings Reset Will Shape A Balanced Outlook
Analysts have lifted their price target for Yamaha Motor from ¥1,116.67 to ¥1,162.00, citing updated assumptions for the discount rate, revenue growth, profit margin, and future P/E as key drivers of the revision. What's in the News Autoliv and Yamaha Motor co-developed an airbag system for the updated Tricity 300 commuter scooter, designed to protect riders in front collisions and scheduled for market availability in the first half of 2026, with validation including simulations and full scale crash tests (Key Developments).Narrative Update • Mar 20
7272: Future Dividend Reset And Margin Outlook Will Support Bullish Thesis
Analysts have slightly reduced their 12-month price target for Yamaha Motor from ¥1,454.76 to ¥1,449.03, reflecting updated assumptions for revenue growth, profit margin and future P/E levels. What's in the News Autoliv and Yamaha Motor co-developed an airbag system for the Tricity 300 commuter scooter, with the updated model planned for market availability in the first half of 2026 and the airbag designed to protect riders in front collisions while maintaining vehicle balance and storage space (Strategic Alliances).Narrative Update • Mar 05
7272: Future Margin Improvements And Dividend Policy Will Support Bullish Outlook
Narrative Update Analysts have trimmed their price target on Yamaha Motor slightly, with fair value moving from about ¥1,459.93 to roughly ¥1,454.76 as they refresh assumptions around revenue growth, profit margins, and future P/E levels. What's in the News Board meeting scheduled for March 25, 2026, to consider details of a disposal of treasury shares, which could affect share count and capital structure if approved (company announcement).Narrative Update • Feb 19
7272: Higher Future Margins And Dividend Policy Will Support Bullish Outlook
Analysts have raised their price target on Yamaha Motor from ¥1,400 to about ¥1,460, citing updated assumptions for revenue growth, profit margins, and a lower future P/E multiple. What's in the News Board meeting scheduled for March 25, 2026, to consider details of a disposal of treasury shares, which could affect the share count and capital structure.Analysis Article • Feb 17
Yamaha Motor Co., Ltd. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now
Shareholders of Yamaha Motor Co., Ltd. ( TSE:7272 ) will be pleased this week, given that the stock price is up 15% to...Narrative Update • Feb 05
7272: Future Electric Mobility And Research Partnerships Will Support Bullish Outlook
Analysts have raised their price target for Yamaha Motor from ¥1,378.97 to ¥1,400.00, citing updated assumptions that reflect slightly different expectations for revenue growth, profit margin, and future P/E. What's in the News Revised consolidated guidance for the fiscal year ending December 31, 2025, now points to revenue of ¥2,530.0b, operating income of ¥126.0b, and profit attributable to owners of parent of ¥16.5b, with basic EPS of ¥16.99, mainly reflecting corporate tax adjustments linked to deferred tax assets and higher costs at Yamaha Motor and its U.S. subsidiary (company guidance).Narrative Update • Jan 21
7272: India EV Expansion And Margin Pressure Will Shape A Balanced Outlook
Analysts have trimmed their price target for Yamaha Motor to ¥1,116.67 from ¥1,140.00, reflecting updated views that combine a higher assumed revenue growth rate with a lower profit margin outlook and a revised future P/E of 13.34 times, under a slightly higher discount rate of 11.1%. What's in the News A board meeting is scheduled for December 23, 2025, to approve organizational reforms and personnel changes effective January 1, 2026 (company board filing).Analysis Article • Jan 11
The Price Is Right For Yamaha Motor Co., Ltd. (TSE:7272)
There wouldn't be many who think Yamaha Motor Co., Ltd.'s ( TSE:7272 ) price-to-sales (or "P/S") ratio of 0.5x is worth...Narrative Update • Jan 07
7272: Future Robotics Acquisition Will Support Bullish Outlook
Analysts have revised their price target on Yamaha Motor, citing a lower revenue growth outlook of 5.30%, a reduced profit margin assumption of 4.10%, and a higher future P/E of about 14.92x. Together, these factors suggest a less generous valuation than before, even as their fair value estimate remains at ¥1,378.97.Narrative Update • Dec 13
7272: Future EV Expansion And Robotics Acquisition Will Support Bullish Outlook
Narrative Update on Yamaha Motor Analyst Price Target Analysts have slightly reduced their price target on Yamaha Motor to approximately ¥1,379 from about ¥1,392, citing expectations of faster revenue growth and higher profit margins. These expectations are offset by a lower justified future price-to-earnings multiple and a marginally higher discount rate.Analysis Article • Nov 13
Yamaha Motor (TSE:7272) Will Pay A Dividend Of ¥25.00
Yamaha Motor Co., Ltd.'s ( TSE:7272 ) investors are due to receive a payment of ¥25.00 per share on 26th of March. This...Analysis Article • Nov 07
Yamaha Motor Co., Ltd. Just Reported A Surprise Loss: Here's What Analysts Think Will Happen Next
Yamaha Motor Co., Ltd. ( TSE:7272 ) last week reported its latest third-quarter results, which makes it a good time for...Analysis Article • Oct 08
Yamaha Motor (TSE:7272) Will Pay A Dividend Of ¥25.00
The board of Yamaha Motor Co., Ltd. ( TSE:7272 ) has announced that it will pay a dividend of ¥25.00 per share on the...Analysis Article • Sep 21
Yamaha Motor (TSE:7272) Is Due To Pay A Dividend Of ¥25.00
The board of Yamaha Motor Co., Ltd. ( TSE:7272 ) has announced that it will pay a dividend of ¥25.00 per share on the...Analysis Article • Sep 06
Yamaha Motor (TSE:7272) Will Pay A Dividend Of ¥25.00
Yamaha Motor Co., Ltd.'s ( TSE:7272 ) investors are due to receive a payment of ¥25.00 per share on 26th of March. This...Narrative Update • Sep 05
Integration Of OLV Business And Tech Advancements In Robotics And AI Will Improve Market Position
With no notable changes in consensus revenue growth (3.2%) or net profit margin (5.22%), the consensus analyst price target for Yamaha Motor remains steady at ¥1140. What's in the News Yamaha Motor lowered its FY2025 consolidated earnings forecast due to production suspensions in Vietnam, lower unit sales in India, weak US marine demand, higher automobile taxes in Indonesia, increased US tariffs, and deferred tax asset risks; revenue and profit projections were revised sharply down.
New Narrative • Nov 25
Accelerating Growth In Emerging Markets With Premium Motorcycles And Innovative Technology
Yamaha Motor's focus on premium motorcycles in emerging markets and new models is expected to drive revenue growth and enhance market presence.Earnings and Revenue Growth Forecasts
| Date | Revenue | Earnings | Free Cash Flow | Cash from Op | Avg. No. Analysts |
|---|---|---|---|---|---|
| 12/31/2028 | 2,975,346 | 152,789 | 137,580 | 233,355 | 9 |
| 12/31/2027 | 2,873,572 | 136,774 | 116,435 | 203,861 | 10 |
| 12/31/2026 | 2,781,365 | 138,132 | 13,178 | 153,826 | 9 |
| 6/30/2026 | 2,754,372 | 76,948 | 132,810 | 255,347 | N/A |
| 3/31/2026 | 2,638,377 | 26,697 | 69,448 | 192,320 | N/A |
| 12/31/2025 | 2,534,203 | 16,109 | 25,339 | 138,605 | N/A |
| 9/30/2025 | 2,509,583 | 15,392 | 31,623 | 139,172 | N/A |
| 6/30/2025 | 2,505,556 | 48,099 | 3,981 | 113,764 | N/A |
| 3/31/2025 | 2,560,061 | 82,768 | 25,956 | 140,676 | N/A |
| 12/31/2024 | 2,576,179 | 108,069 | 60,965 | 176,847 | N/A |
| 9/30/2024 | 2,556,416 | 150,878 | 55,926 | 172,575 | N/A |
| 6/30/2024 | 2,536,799 | 171,930 | 15,229 | 131,676 | N/A |
| 3/31/2024 | 2,450,364 | 175,278 | -53,293 | 66,615 | N/A |
| 12/31/2023 | 2,414,759 | 164,119 | -29,762 | 80,150 | N/A |
| 9/30/2023 | 2,406,540 | 190,670 | -42,147 | 69,098 | N/A |
| 6/30/2023 | 2,405,932 | 196,726 | -25,304 | 75,685 | N/A |
| 3/31/2023 | 2,373,169 | 186,639 | -8,654 | 85,038 | N/A |
| 12/31/2022 | 2,248,456 | 174,439 | -18,467 | 70,921 | N/A |
| 9/30/2022 | 2,127,005 | 151,637 | 26,578 | 101,809 | N/A |
| 6/30/2022 | 1,961,370 | 145,498 | 22,775 | 96,686 | N/A |
| 3/31/2022 | 1,850,123 | 146,413 | 40,300 | 108,907 | N/A |
| 12/31/2021 | 1,812,496 | 155,578 | 74,572 | 141,336 | N/A |
| 9/30/2021 | 1,766,830 | 150,025 | 111,530 | 172,608 | N/A |
| 6/30/2021 | 1,705,852 | 148,888 | 181,651 | 236,131 | N/A |
| 3/31/2021 | 1,519,568 | 85,242 | 167,757 | 218,846 | N/A |
| 12/31/2020 | 1,471,298 | 53,072 | 59,091 | 110,487 | N/A |
| 9/30/2020 | 1,464,639 | 40,175 | 7,464 | 63,934 | N/A |
| 6/30/2020 | 1,494,335 | 21,009 | -46,911 | 11,118 | N/A |
| 3/31/2020 | 1,631,265 | 57,007 | N/A | 29,228 | N/A |
| 12/31/2019 | 1,664,764 | 75,736 | N/A | 99,127 | N/A |
| 9/30/2019 | 1,678,396 | 87,225 | N/A | 88,656 | N/A |
| 6/30/2019 | 1,677,751 | 88,351 | N/A | 84,050 | N/A |
| 3/31/2019 | 1,696,918 | 89,315 | N/A | 67,599 | N/A |
| 12/31/2018 | 1,673,137 | 93,366 | N/A | 58,858 | N/A |
| 9/30/2018 | 1,681,346 | 94,184 | N/A | 85,373 | N/A |
| 6/30/2018 | 1,693,353 | 97,774 | N/A | 106,363 | N/A |
| 3/31/2018 | 1,689,613 | 102,253 | N/A | 105,216 | N/A |
| 12/31/2017 | 1,670,090 | 101,603 | N/A | 126,342 | N/A |
| 9/30/2017 | 1,620,745 | 104,102 | N/A | 144,981 | N/A |
| 6/30/2017 | 1,552,547 | 91,537 | N/A | 134,776 | N/A |
| 3/31/2017 | 1,505,979 | 74,143 | N/A | 142,311 | N/A |
| 12/31/2016 | 1,502,834 | 63,153 | N/A | 143,163 | N/A |
| 9/30/2016 | 1,533,926 | 59,260 | N/A | 92,280 | N/A |
| 6/30/2016 | 1,572,559 | 40,321 | N/A | 72,460 | N/A |
| 3/31/2016 | 1,612,087 | 54,933 | N/A | 60,947 | N/A |
| 12/31/2015 | 1,615,350 | 60,023 | N/A | 23,988 | N/A |
| 9/30/2015 | 1,610,789 | 64,965 | N/A | 64,219 | N/A |
Analyst Future Growth Forecasts
Earnings vs Savings Rate: 7272's forecast earnings growth (18.5% per year) is above the savings rate (0.9%).
Earnings vs Market: 7272's earnings (18.5% per year) are forecast to grow faster than the JP market (8.7% per year).
High Growth Earnings: 7272's earnings are forecast to grow, but not significantly.
Revenue vs Market: 7272's revenue (3% per year) is forecast to grow slower than the JP market (6% per year).
High Growth Revenue: 7272's revenue (3% per year) is forecast to grow slower than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: 7272's Return on Equity is forecast to be low in 3 years time (11.3%).
Discover growth companies
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/08/10 09:51 |
| End of Day Share Price | 2026/08/10 00:00 |
| Earnings | 2026/06/30 |
| Annual Earnings | 2025/12/31 |
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 |
|
|
| Market Prices | 30 years |
| |
| Ownership | 10 years |
| |
| Management | 10 years |
| |
| Key Developments | 10 years |
|
* 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
Yamaha Motor Co., Ltd. is covered by 23 analysts. 10 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 |
| Kei Nihonyanagi | BofA Global Research |
| Arifumi Yoshida | Citigroup Inc |