Sojitz Croissance future

Future contrôle des critères 1/6

Sojitz devrait augmenter ses bénéfices et son chiffre d'affaires de 9.2% et de 3.6% par an respectivement. Le BPA devrait croître de de 9.7% par an. Le rendement des capitaux propres devrait être 11.1% dans 3 ans.

Informations clés

9.2%

Taux de croissance des bénéfices

9.75%

Taux de croissance du BPA

Trade Distributors croissance des bénéfices	6.5%
Taux de croissance des recettes	3.6%
Rendement futur des capitaux propres	11.09%
Couverture par les analystes	Good
Dernière mise à jour	11 Jun 2026

Mises à jour récentes de la croissance future

Article d’analyse • 2h

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

Article d’analyse • 2h

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...

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

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.

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?

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.

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?

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.

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...

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.

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.

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...

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).

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...

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.

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.

Article d’analyse • 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...

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.

Article d’analyse • 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...

Article d’analyse • 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...

Article d’analyse • 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...

Article d’analyse • Jun 20

Sojitz (TSE:2768) Shareholders Will Want The ROCE Trajectory To Continue

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Typically, we'll...

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 )
Date	Recettes	Les revenus	Flux de trésorerie disponible	Cash from Op	Moy. Nombre d'analystes
3/31/2029	3,104,081	143,850	41,225	145,933	5
3/31/2028	3,088,950	133,744	20,920	152,950	7
3/31/2027	2,970,741	126,156	-40,775	86,507	7
3/31/2026	2,757,350	103,611	-28,976	16,759	N/A
12/31/2025	2,614,167	114,937	119	46,084	N/A
9/30/2025	2,509,714	111,600	16,975	69,891	N/A
6/30/2025	2,484,813	108,671	-54,423	-10,228	N/A
3/31/2025	2,509,714	110,636	-63,592	-16,688	N/A
12/31/2024	2,507,876	101,670	-3,769	38,233	N/A
9/30/2024	2,414,649	97,142	-63,164	-28,277	N/A
6/30/2024	2,482,441	101,669	82,811	118,843	N/A
3/31/2024	2,414,648	100,765	80,972	112,187	N/A
12/31/2023	2,479,840	77,731	94,655	129,837	N/A
9/30/2023	2,479,840	80,305	136,685	174,609	N/A
6/30/2023	2,479,840	88,237	82,330	119,663	N/A
3/31/2023	2,479,840	111,247	133,376	171,639	N/A
12/31/2022	2,100,752	129,040	116,237	150,895	N/A
9/30/2022	2,100,752	121,759	87,884	117,751	N/A
6/30/2022	2,100,752	110,558	91,917	122,014	N/A
3/31/2022	2,100,752	82,332	38,014	65,084	N/A
12/31/2021	1,602,485	72,306	23,067	45,636	N/A
9/30/2021	1,602,485	57,303	-11,328	17,666	N/A
6/30/2021	1,602,485	41,542	22,521	50,478	N/A
3/31/2021	1,602,485	27,001	54,309	84,972	N/A
12/31/2020	436,227	40,052	32,223	67,531	N/A
9/30/2020	860,993	40,451	44,412	76,017	N/A
6/30/2020	1,317,399	48,946	15,632	49,871	N/A
3/31/2020	1,754,825	60,821	8,942	40,510	N/A
12/31/2019	1,764,158	54,195	N/A	134,034	N/A
9/30/2019	1,808,239	62,789	N/A	106,167	N/A
6/30/2019	1,825,706	64,918	N/A	201,102	N/A
3/31/2019	1,856,190	70,419	N/A	96,476	N/A
12/31/2018	87,735	65,784	N/A	178,417	N/A
9/30/2018	713,927	66,748	N/A	166,277	N/A
6/30/2018	1,283,672	61,986	N/A	30,403	N/A
3/31/2018	1,816,459	56,842	N/A	98,812	N/A
12/31/2017	1,945,407	55,447	N/A	-95,137	N/A
9/30/2017	1,822,990	52,642	N/A	-55,340	N/A
6/30/2017	1,659,755	46,955	N/A	-68,324	N/A
3/31/2017	1,555,349	40,760	N/A	857	N/A
12/31/2016	1,382,921	34,400	N/A	36,368	N/A
9/30/2016	1,418,839	31,273	N/A	73,443	N/A
6/30/2016	1,524,272	34,348	N/A	132,535	N/A
3/31/2016	1,658,072	36,526	N/A	99,939	N/A
12/31/2015	1,820,584	38,077	N/A	77,123	N/A
9/30/2015	1,880,772	36,951	N/A	98,197	N/A
6/30/2015	1,892,930	34,782	N/A	57,024	N/A

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de 2768 ( 9.2% par an) est supérieure au taux d'épargne ( 0.8% ).

Bénéfices vs marché: Les bénéfices de 2768 ( 9.2% par an) devraient croître plus lentement que le marché JP ( 9.3% 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 ( 3.6% par an) devrait croître plus lentement que le marché de JP ( 6% par an).

Croissance élevée des revenus: Le chiffre d'affaires de 2768 ( 3.6% 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 ( 11.1 %).

Découvrir les entreprises en croissance

Analyse de l'entreprise et données financières

Données	Dernière mise à jour (heure UTC)
Analyse de l'entreprise	2026/06/11 23:15
Cours de l'action en fin de journée	2026/06/11 00:00
Les revenus	2026/03/31
Revenus annuels	2026/03/31

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.

Paquet	Données	Cadre temporel	Exemple de source américaine ^*
Finances de l'entreprise	10 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 marché	30 ans	Cours des actions Dividendes, scissions et actions	Données de marché ICE Formulaire S-1 de la SEC
Propriété	10 ans	Actionnaires principaux Délits d'initiés	Formulaire 4 de la SEC Formulaire 13D de la SEC
Gestion	10 ans	L'équipe dirigeante Conseil d'administration	Formulaire 10-K de la SEC Formulaire SEC DEF 14A
Principaux développements	10 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 expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale 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. 8 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.

Analyste	Institution
Kazuhisa Mori	Barclays
Chika Fukumoto	Citigroup Inc
Satoshi Abe	Daiwa Securities Co. Ltd.

Sojitz Croissance future

Future contrôle des critères 1/6

Informations clés

Mises à jour récentes de la croissance future

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

Price target increased by 9.8% to JP¥6,456

Price target increased by 10% to JP¥5,686

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

Recent updates

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

Full year 2026 earnings: Revenues exceed analysts expectations while EPS lags behind

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

Sojitz Corporation (TSE:2768) agreed to acquire an additional 17.2% stake in Japan Investment Adviser Co., Ltd. (TSE:7172) from Naoto Shiraiwa for ¥23.0 billion.

Sojitz Gains Exposure as Kia Launches PBV PV5 Through New Japan Partnership

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

Full year 2026 earnings: Revenues exceed analysts expectations while EPS lags behind

Sojitz Corporation, Annual General Meeting, Jun 30, 2026

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

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

Sojitz Corporation to Report Fiscal Year 2026 Results on May 01, 2026

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

Upcoming dividend of JP¥82.50 per share

Price target increased by 9.8% to JP¥6,456

Energy And Infrastructure Expansion Will Reshape Long Term Earnings Quality

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

Investor sentiment deteriorates as stock falls 15%

Dividend of JP¥82.50 announced

New minor risk - Share price stability

Price target increased by 10% to JP¥5,686

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

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

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

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

Third quarter 2026 earnings: EPS and revenues exceed analyst expectations

Is Sojitz (TSE:2768) A Risky Investment?

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

Sojitz Corporation (TSE:2768) acquired 50% stake in Transport Business from UGL Pty Limited.

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

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

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

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

Sojitz Corporation (TSE:2768) signed an agreement to acquire additional 22.6% stake in Nexus Energía, S.A. from Electra Del Maestrazgo, Sa and CE Energía Cartera SL.

Sojitz Corporation to Report Q3, 2026 Results on Feb 03, 2026

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

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

Second quarter 2026 earnings released: EPS: JP¥116 (vs JP¥97.86 in 2Q 2025)

Sojitz Corporation Announces Dividend for the Second Quarter of Year Ending March 31, 2026, Payable on December 1, 2025

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

Fujicco Co., Ltd. (TSE:2908), SBCS Company Limited, SMSB Co., Ltd. and Smbc Management Service Co. Ltd agreed to acquire 81% stake in FB Foodservice (2017) Ltd. from Sojitz Corporation (TSE:2768) and others.

High-Growth Chemicals And Renewables Will Advance Global Electrification

Upcoming dividend of JP¥82.50 per share

High-Growth Chemicals And Renewables Will Advance Global Electrification

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

Sojitz Corporation to Report Q2, 2026 Results on Oct 30, 2025

High-Growth Chemicals And Renewables Will Advance Global Electrification

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

First quarter 2026 earnings released: EPS: JP¥100 (vs JP¥106 in 1Q 2025)

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

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

Final dividend of JP¥82.50 announced

Sojitz (TSE:2768) Shareholders Will Want The ROCE Trajectory To Continue

Full year 2025 earnings: Revenues and EPS in line with analyst expectations

Sojitz Corporation (TSE:2768) acquired 70% stake in Capella Capital Lendlease Pty Limited from Lendlease Group (ASX:LLC) for approximately AUD 160 million.

Sojitz Corporation (TSE:2768) acquired Petroautos S A.

Sojitz Corporation to Report Q1, 2026 Results on Jul 30, 2025

Sojitz Corporation (TSE:2768) agreed to acquire an unknown majority stake in Royal Healthcare Pte. Ltd.

Sojitz Corporation (TSE:2768) agreed to acquire 66.50% stake in Nippon A&L Inc. from Sumitomo Chemical Company, Limited (TSE:4005) and Mitsui Chemicals, Inc. (TSE:4183).

Full year 2025 earnings: Revenues and EPS in line with analyst expectations

Sojitz Corporation, Annual General Meeting, Jun 18, 2025

High number of new directors

Nojima Corporation (TSE:7419) completed the acquisition of STREET HOLDINGS Inc from Sojitz Corporation (TSE:2768), Maruta Creative Partners Inc. and others.

Sojitz Corporation to Report Fiscal Year 2025 Results on May 01, 2025

Sojitz Corporation Announces Split of Marine Vessel Trading Business

Tactical Acquisitions And Agribusiness Expansion Boost Profits And Enhance Shareholder Value

Sojitz Corporation to Report Q3, 2025 Results on Feb 04, 2025

First half dividend of JP¥75.00 announced

Sojitz Corporation (TSE:2768) announces an Equity Buyback for 6,500,000 shares, representing 2.99% for ¥25,000 million.

Upcoming dividend of JP¥75.00 per share

Sojitz Corporation to Report Q2, 2025 Results on Oct 30, 2024

Samvardhana Motherson Innovative Solutions Limited completed the acquisition of remaining 34% stake in Motherson Auto Solutions Ltd from Sojitz Corporation (TSE:2768).