Sojitz Corporation

Informe acción TSE:2768

Capitalización de mercado: JP¥1.1t

Sojitz Crecimiento futuro

Future controles de criterios 1/6

Se prevé un crecimiento anual de los beneficios y los ingresos de Sojitz de 8.7% y 3.8% por año respectivamente. Se prevé que el BPA crezca en un 9.2% al año. Se espera que la rentabilidad financiera sea de 11.2% en 3 años.

Información clave

8.7%

Tasa de crecimiento de los beneficios

9.20%

Tasa de crecimiento del BPA

Crecimiento de los beneficios de Trade Distributors7.2%
Tasa de crecimiento de los ingresos3.8%
Rentabilidad financiera futura11.25%
Cobertura de analistas

Good

Última actualización24 Jun 2026

Actualizaciones recientes sobre el crecimiento futuro

Artículo de análisis Jun 11

Sojitz Corporation Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

Last week, you might have seen that Sojitz Corporation ( TSE:2768 ) released its annual result to the market. The early...
Artículo de análisis Feb 06

Sojitz Corporation Just Recorded A 21% EPS Beat: Here's What Analysts Are Forecasting Next

As you might know, Sojitz Corporation ( TSE:2768 ) just kicked off its latest third-quarter results with some very...

Recent updates

Actualización de narrativa Jun 25

2768: Renewable Gas Partnership Will Support Future Cash Returns

Analysts have adjusted their price target for Sojitz to ¥6,577 from ¥6,812, citing updated assumptions around revenue growth, profit margins, the discount rate and Sojitz's future P/E multiple. What’s in the News for Sojitz Sojitz scheduled a board meeting on May 1, 2026 to discuss cash dividends, including the year end dividend for the fiscal year ended March 2026 and the interim dividend for the fiscal year ending March 2027.
Artículo de análisis Jun 11

Sojitz Corporation Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

Last week, you might have seen that Sojitz Corporation ( TSE:2768 ) released its annual result to the market. The early...
Actualización de narrativa Jun 11

2768: Renewable Gas Expansion Will Support Future Cash Returns

Analysts have adjusted their price target for Sojitz to reflect updated fair value estimates of ¥6,812 from ¥6,942, tying this shift to revised assumptions for the discount rate, revenue growth, profit margin and future P/E expectations. What's in the News Board meeting scheduled for May 1, 2026, with an agenda to discuss the year end cash dividend for the fiscal year ended March 2026 and the interim dividend for the fiscal year ending March 2027.
Actualización de narrativa May 28

2768: Renewable Gas Partnership Will Support Future Cash Returns And Earnings Quality

Analysts now set their fair value estimate for Sojitz at ¥6,942, up from ¥6,706, citing updated assumptions for the discount rate, revenue growth, profit margin, and future P/E. What's in the News A board meeting is scheduled for May 1, 2026, to discuss the year end cash dividend for the fiscal year ended March 2026 and the interim dividend for the fiscal year ending March 2027 (Key Developments).
Artículo de análisis May 09

Sojitz's (TSE:2768) Problems Go Beyond Weak Profit

Sojitz Corporation's ( TSE:2768 ) recent weak earnings report didn't cause a big stock movement. However, we believe...
Actualización de narrativa Apr 22

2768: Fair Outlook As Renewable Gas Partnership Will Guide Future Execution

Analysts have revised their price target for Sojitz to ¥6,706 from ¥6,869, reflecting updated assumptions around discount rates, profit margins and the P/E multiple applied to future earnings. What's in the News FIDEM Energy and Sojitz formed a partnership to advance renewable natural gas production in the U.S., centered on landfill gas sourced projects in East Tennessee and across the Southeast (Key Developments).
Actualización de narrativa Apr 07

2768: Fair Stance As Renewable Gas Partnership Will Shape Future Execution

Analysts now see Sojitz's fair value at ¥6,868.75 versus ¥6,664.29 previously. This reflects small tweaks to assumptions around discount rate, revenue growth, profit margin and future P/E that together support a slightly higher price target.
Actualización de narrativa Mar 24

2768: Neutral Coverage And Sector Tailwinds Will Shape Future Execution Outcomes

Narrative Update The analyst price target for Sojitz has been adjusted from ¥6,198.75 to ¥6,664.29, as analysts factor in updated assumptions for revenue growth, profit margins, and future P/E, following recent Neutral initiation commentary on Japan's trading companies. Analyst Commentary Recent research around Sojitz reflects a balanced view, with expectations tied closely to how effectively the company can execute on growth plans within Japan's broader trading company space.
Nueva narrativa Mar 11

Energy And Infrastructure Expansion Will Reshape Long Term Earnings Quality

Catalysts About Sojitz Sojitz is a diversified trading and investment group with businesses spanning energy solutions, healthcare, infrastructure, chemicals, automotive, metals, consumer and retail. What are the underlying business or industry changes driving this perspective?
Actualización de narrativa Mar 10

2768: Neutral Coverage And Sector Tailwinds Will Shape Future Re Rating Potential

Analysts have lifted their fair value estimate for Sojitz from ¥5,160 to about ¥6,199, citing updated assumptions on growth, profitability and future P/E multiples following recent Street research, including a new Neutral initiation at ¥5,200. Analyst Commentary Bullish Takeaways Bullish analysts point to the uplift in fair value estimates toward about ¥6,199 as a sign that updated assumptions on growth and profitability support a higher long term earnings power than previously modeled.
Nueva narrativa Feb 25

Energy And Infrastructure Expansion Will Likely Strain Margins And Limit Long Term Profitability

Catalysts About Sojitz Sojitz is a Japanese trading and investment group with operations across energy solutions, healthcare, infrastructure, metals, chemicals, automotive, consumer and retail related businesses. What are the underlying business or industry changes driving this perspective?
Actualización de narrativa Feb 24

2768: Neutral Coverage And Unclear Capital Policy Will Limit Future Upside

Analysts have kept Sojitz's fair value estimate steady at ¥5,160 while modestly lifting their P/E assumption and refining the discount rate. This has led to a new price target of ¥5,200, driven by generally positive views on Japan's trading companies but a preference for peers with clearer growth and capital plans.
Actualización de narrativa Feb 08

2768: Neutral Coverage And Sector Reliance Will Limit Latin American Healthcare Upside

Analysts have lifted their price target on Sojitz from ¥5,022.50 to ¥5,160, citing updated assumptions on discount rate, revenue growth, profit margins and future P/E. This is in line with recent Street research that takes a Neutral stance while still recognizing the broader sector potential for Japan's trading companies.
Artículo de análisis Feb 06

Sojitz Corporation Just Recorded A 21% EPS Beat: Here's What Analysts Are Forecasting Next

As you might know, Sojitz Corporation ( TSE:2768 ) just kicked off its latest third-quarter results with some very...
Artículo de análisis Jan 24

Is Sojitz (TSE:2768) A Risky Investment?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
Actualización de narrativa Jan 24

2768: Neutral Coverage And Limited Upside Will Constrain Latin American Healthcare Story

Analysts have lifted their fair value estimate for Sojitz to ¥5,022.5 from ¥4,810, citing updated price targets around ¥5,200 and unchanged assumptions for growth, margins, discount rate and future P/E. Analyst Commentary Street research around Sojitz is mixed, with the fair value estimate closely aligned to a ¥5,200 price target and a Neutral rating.
Actualización de narrativa Jan 09

2768: Latin American Healthcare Push And Higher Dividend Will Shape Neutral Outlook

Analysts have nudged their fair value estimate for Sojitz to ¥4,810, citing updated assumptions on discount rates, revenue growth, profit margins, and future P/E multiples that are aligned with recent neutral coverage and a ¥5,200 Street price target. Analyst Commentary Street research on Sojitz is centered around a neutral stance, with a ¥5,200 price target helping to anchor expectations for fair value and execution risk.
Actualización de narrativa Dec 24

2768: Latin American Healthcare Push And Higher Dividend Will Shape Balanced Outlook

Analysts have modestly raised their price target on Sojitz to approximately ¥4,750 from about ¥4,700, citing a slightly lower discount rate and improved confidence in the company’s earnings multiple despite marginally softer long term growth and margin assumptions. What's in the News Sojitz will establish Sojitz Australia Transport Pty Ltd as a specified subsidiary in November 2025, investing AUD 300 million (around JPY 30.6 billion) to expand in the transportation sector in Australia (company filing).
Artículo de análisis Dec 19

Little Excitement Around Sojitz Corporation's (TSE:2768) Earnings

Sojitz Corporation's ( TSE:2768 ) price-to-earnings (or "P/E") ratio of 9.1x might make it look like a buy right now...
Actualización de narrativa Dec 10

2768: Future Latin American Healthcare Expansion And Rising Dividend Will Shape Outlook

Analysts have modestly raised their price target on Sojitz from ¥4,490 to ¥4,700, citing a slightly lower discount rate and marginally higher expected valuation multiples despite largely unchanged growth and profitability forecasts. What's in the News Sojitz will establish Sojitz Australia Transport Pty Ltd in November 2025 as a specified subsidiary with AUD 300 million (JPY 30.6 billion) in capital to invest in the transportation sector in Australia (company announcement).
Actualización de narrativa Nov 26

2768: Future Expansion in Latin American Healthcare and Rising Dividend Will Shape Outlook

Analysts have revised their price target for Sojitz upward from ¥4,397 to ¥4,490. They cited stronger anticipated revenue growth and a lower discount rate as key factors in the adjustment.
Artículo de análisis Nov 07

Sojitz's (TSE:2768) Promising Earnings May Rest On Soft Foundations

Sojitz Corporation's ( TSE:2768 ) robust earnings report didn't manage to move the market for its stock. Our analysis...
Artículo de análisis Sep 26

Sojitz (TSE:2768) Is Paying Out A Larger Dividend Than Last Year

Sojitz Corporation ( TSE:2768 ) will increase its dividend from last year's comparable payment on the 1st of December...
Actualización de narrativa Sep 26

High-Growth Chemicals And Renewables Will Advance Global Electrification

Sojitz's consensus price target has increased to ¥4,397, primarily reflecting slightly improved revenue growth forecasts, while valuation multiples remain largely unchanged. What's in the News Board meeting scheduled to consider cancellation of treasury stock.
Actualización de narrativa Sep 11

High-Growth Chemicals And Renewables Will Advance Global Electrification

The slight increase in Sojitz’s future P/E ratio indicates marginally higher forward earnings expectations, supporting a modest upward revision in the consensus price target from ¥4,223 to ¥4,307. What's in the News Board meeting planned to consider cancellation of treasury stock.
Artículo de análisis Sep 01

Sojitz (TSE:2768) Will Pay A Larger Dividend Than Last Year At ¥82.50

The board of Sojitz Corporation ( TSE:2768 ) has announced that it will be paying its dividend of ¥82.50 on the 1st of...
Actualización de narrativa Aug 27

High-Growth Chemicals And Renewables Will Advance Global Electrification

The slight increase in Sojitz’s consensus price target to ¥4223 is underpinned by a modest rise in its forecast future P/E, despite a marginally lower revenue growth outlook. What's in the News Board meeting scheduled to consider cancellation of treasury stock.
Artículo de análisis Aug 06

Sojitz (TSE:2768) Will Pay A Larger Dividend Than Last Year At ¥82.50

Sojitz Corporation ( TSE:2768 ) has announced that it will be increasing its dividend from last year's comparable...
Artículo de análisis Jul 23

Sojitz's (TSE:2768) Upcoming Dividend Will Be Larger Than Last Year's

Sojitz Corporation ( TSE:2768 ) has announced that it will be increasing its dividend from last year's comparable...
Artículo de análisis Jul 09

Sojitz's (TSE:2768) Upcoming Dividend Will Be Larger Than Last Year's

The board of Sojitz Corporation ( TSE:2768 ) has announced that it will be paying its dividend of ¥82.50 on the 2nd of...
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Nueva narrativa Dec 15

Tactical Acquisitions And Agribusiness Expansion Boost Profits And Enhance Shareholder Value

Strategic expansion in Energy Solutions and Healthcare aims to enhance revenue, with a focus on acquisitions and decarbonization efforts.

Previsiones de crecimiento de beneficios e ingresos

TSE:2768 - Estimaciones futuras de los analistas y datos financieros pasados (JPY Millions)
FechaIngresosBeneficiosFlujo de caja libreFlujo de caja operativoNúm. de analistas medio
3/31/20293,149,141145,35038,475145,6005
3/31/20283,126,207134,96719,920154,2007
3/31/20273,014,941126,711-39,52578,8417
3/31/20262,757,350103,611-28,97616,759N/A
12/31/20252,614,167114,93711946,084N/A
9/30/20252,509,714111,60016,97569,891N/A
6/30/20252,484,813108,671-54,423-10,228N/A
3/31/20252,509,714110,636-63,592-16,688N/A
12/31/20242,507,876101,670-3,76938,233N/A
9/30/20242,414,64997,142-63,164-28,277N/A
6/30/20242,482,441101,66982,811118,843N/A
3/31/20242,414,648100,76580,972112,187N/A
12/31/20232,479,84077,73194,655129,837N/A
9/30/20232,479,84080,305136,685174,609N/A
6/30/20232,479,84088,23782,330119,663N/A
3/31/20232,479,840111,247133,376171,639N/A
12/31/20222,100,752129,040116,237150,895N/A
9/30/20222,100,752121,75987,884117,751N/A
6/30/20222,100,752110,55891,917122,014N/A
3/31/20222,100,75282,33238,01465,084N/A
12/31/20211,602,48572,30623,06745,636N/A
9/30/20211,602,48557,303-11,32817,666N/A
6/30/20211,602,48541,54222,52150,478N/A
3/31/20211,602,48527,00154,30984,972N/A
12/31/2020436,22740,05232,22367,531N/A
9/30/2020860,99340,45144,41276,017N/A
6/30/20201,317,39948,94615,63249,871N/A
3/31/20201,754,82560,8218,94240,510N/A
12/31/20191,764,15854,195N/A134,034N/A
9/30/20191,808,23962,789N/A106,167N/A
6/30/20191,825,70664,918N/A201,102N/A
3/31/20191,856,19070,419N/A96,476N/A
12/31/201887,73565,784N/A178,417N/A
9/30/2018713,92766,748N/A166,277N/A
6/30/20181,283,67261,986N/A30,403N/A
3/31/20181,816,45956,842N/A98,812N/A
12/31/20171,945,40755,447N/A-95,137N/A
9/30/20171,822,99052,642N/A-55,340N/A
6/30/20171,659,75546,955N/A-68,324N/A
3/31/20171,555,34940,760N/A857N/A
12/31/20161,382,92134,400N/A36,368N/A
9/30/20161,418,83931,273N/A73,443N/A
6/30/20161,524,27234,348N/A132,535N/A
3/31/20161,658,07236,526N/A99,939N/A
12/31/20151,820,58438,077N/A77,123N/A
9/30/20151,880,77236,951N/A98,197N/A

Previsiones de crecimiento futuro de los analistas

Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (8.7% al año) de 2768 es superior a la tasa de ahorro (0.8%).

Beneficios vs. Mercado: Se prevé que los beneficios (8.7% al año) de 2768 crezcan menos que el mercado JP (10% al año).

Beneficios de alto crecimiento: Se prevé que los beneficios de 2768 crezcan, pero no significativamente.

Ingresos vs. Mercado: Se prevé que los ingresos (3.8% al año) de 2768 crezcan más despacio que el mercado de JP (6.5% al año).

Ingresos de alto crecimiento: Se prevé que los ingresos 3.8% al año) de 2768 crezcan más despacio que 20% al año.


Previsiones de crecimiento de los beneficios por acción


Rentabilidad financiera futura

ROE futura: Se prevé que la rentabilidad financiera de 2768 sea baja dentro de 3 años (11.2%).


Descubre empresas en crecimiento

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/07/03 09:12
Precio de las acciones al final del día2026/07/03 00:00
Beneficios2026/03/31
Ingresos anuales2026/03/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también contamos con guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Sojitz Corporation está cubierta por 19 analistas. 8 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Kazuhisa MoriBarclays
Chika FukumotoCitigroup Inc
Satoshi AbeDaiwa Securities Co. Ltd.