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Sojitz Corporation

TSE:2768 Rapport sur les actions

Capitalisation boursière : JP¥1.2t

  • Présentation de l'entreprise
    • Évaluation
    • Croissance future
    • Performances passées
    • Santé financière
    • Dividende
  • Gestion
  • Propriété
  • Autres informations
  • Communauté boursière

Sojitz Croissance future

Future contrôle des critères 1/6

Sojitz devrait augmenter ses bénéfices et son chiffre d'affaires de 7.3% et de 2.3% par an respectivement. Le BPA devrait croître de de 7.7% par an. Le rendement des capitaux propres devrait être 11.2% dans 3 ans.

Informations clés

7.3%

Taux de croissance des bénéfices

7.66%

Taux de croissance du BPA

Trade Distributors croissance des bénéfices5.4%
Taux de croissance des recettes2.3%
Rendement futur des capitaux propres11.23%
Couverture par les analystes

Good

Dernière mise à jour11 Sep 2026

Mises à jour récentes de la croissance future

Article d’analyse • 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...
Article d’analyse • 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

User avatar
Mise à jour du récit • Sep 17

2768: Dividend Guidance And Earnings Outlook Will Shape Future Returns

Analysts have raised their fair value estimate for Sojitz, with the price target moving from approximately ¥6,216 to about ¥6,433 as they apply a slightly lower discount rate and modestly adjust longer term P/E assumptions. What’s in the News for Sojitz Sojitz issued dividend guidance for the fiscal year ending March 31, 2027, with an expected second quarter dividend of ¥90.00 per share compared with ¥82.50 per share a year earlier.
User avatar
Mise à jour du récit • Sep 03

2768: Dividend Outlook And Fair Value Assessment Will Guide Future Returns

Analysts have lowered their Sojitz price target to ¥6,216 from about ¥6,577, citing updated assumptions for slightly weaker revenue growth, a modestly reduced discount rate and a P/E outlook that remains relatively close to prior expectations. What’s in the News for Sojitz Sojitz issued dividend guidance for the fiscal year ending March 31, 2027, with an expected second quarter dividend of ¥90.00 per share, compared with ¥82.50 per share a year earlier.
User avatar
Mise à jour du récit • Aug 20

2768: Higher Dividend Guidance Will Support Stronger Future Profitability Assumptions

Analysts have reduced their Sojitz price target from about ¥8,800 to about ¥7,800. This reflects updated views on slightly higher discount rates, more moderate revenue growth assumptions and a modestly adjusted future P/E multiple, while keeping profit margin expectations broadly stable.
User avatar
Mise à jour du récit • Jul 24

2768: Dividend Plans And Earnings Assumptions Will Shape A Measured Outlook

Analysts have lifted their Sojitz price target from ¥4,680 to ¥5,200, citing updated assumptions for slightly higher revenue growth, profit margins and future P/E levels, along with an adjusted discount rate. What’s in the News for Sojitz Sojitz Corporation has scheduled a board meeting for May 1, 2026, with the agenda focused on cash dividends for shareholders.
User avatar
Mise à jour du récit • Jul 09

2768: Higher Dividend Outlook Will Support Stronger Profitability Assumptions

Analysts now set a higher price target for Sojitz at about ¥8,845 from ¥7,660, citing updated assumptions for revenue growth, profit margins, discount rate, and future P/E as key drivers of the revised valuation. What's in the News for Sojitz Sojitz has scheduled a board meeting for May 1, 2026, to discuss cash dividends.
User avatar
Mise à jour du récit • 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.
Article d’analyse • 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...
User avatar
Mise à jour du récit • 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.
User avatar
Mise à jour du récit • 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).
Article d’analyse • 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...
User avatar
Mise à jour du récit • 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).
User avatar
Mise à jour du récit • 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.
User avatar
Mise à jour du récit • 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.
User avatar
Nouveau récit • 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?
User avatar
Mise à jour du récit • 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.
User avatar
Nouveau récit • 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?
User avatar
Mise à jour du récit • 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.
User avatar
Mise à jour du récit • 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.
Article d’analyse • 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...
Article d’analyse • 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...
User avatar
Mise à jour du récit • 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.
User avatar
Mise à jour du récit • 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.
User avatar
Mise à jour du récit • 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).
Article d’analyse • 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...
User avatar
Mise à jour du récit • 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).
User avatar
Mise à jour du récit • 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.
Article d’analyse • 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...
Article d’analyse • 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...
User avatar
Mise à jour du récit • 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.
User avatar
Mise à jour du récit • 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.
User avatar
Mise à jour du récit • 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.
User avatar
Nouveau récit • 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.

Prévisions de croissance des bénéfices et des revenus

TSE:2768 - Estimations futures des analystes et données financières antérieures (JPY Millions )
DateRecettesLes revenusFlux de trésorerie disponibleCash from OpMoy. Nombre d'analystes
3/31/20293,179,547147,71448,750168,8255
3/31/20283,119,356137,28643,000163,0565
3/31/20273,010,333130,4294,667147,4605
6/30/20262,992,698112,754-83,691-39,794N/A
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
3/31/20201,754,82560,821N/A40,510N/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

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de 2768 ( 7.3% par an) est supérieure au taux d'épargne ( 0.9% ).

Bénéfices vs marché: Les bénéfices de 2768 ( 7.3% par an) devraient croître plus lentement que le marché JP ( 8.9% par an).

Croissance élevée des bénéfices: Les bénéfices de 2768 devraient augmenter, mais pas de manière significative.

Chiffre d'affaires vs marché: Le chiffre d'affaires de 2768 ( 2.3% par an) devrait croître plus lentement que le marché de JP ( 6.4% par an).

Croissance élevée des revenus: Le chiffre d'affaires de 2768 ( 2.3% par an) devrait croître plus lentement que 20% par an.


Prévisions de croissance du bénéfice par action


Rendement futur des capitaux propres

ROE futur: Le retour sur capitaux propres de 2768 devrait être faible dans 3 ans ( 11.2 %).


Découvrir les entreprises en croissance

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Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/09/22 18:52
Cours de l'action en fin de journée2026/09/18 00:00
Les revenus2026/06/30
Revenus annuels2026/03/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
  • Formulaire 10-K de la SEC
  • Formulaire 10-Q de la SEC
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
  • Rapports de recherche des analystes
  • Blue Matrix
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
  • Données de marché ICE
  • Formulaire S-1 de la SEC
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
  • Formulaire 4 de la SEC
  • Formulaire 13D de la SEC
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
  • Formulaire 10-K de la SEC
  • Formulaire SEC DEF 14A
Principaux développements10 ans
  • Annonces de l'entreprise
  • Formulaire 8-K de la SEC

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.

Découvrez l' qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Sojitz Corporation est couverte par 19 analystes. 7 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

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

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