ITOCHU Corporation

TSE:8001 Rapport sur les actions

Capitalisation boursière : JP¥15.9t

ITOCHU Croissance future

Future contrôle des critères 1/6

ITOCHU devrait augmenter ses bénéfices et son chiffre d'affaires de 5.5% et de 3.6% par an respectivement. Le BPA devrait croître de de 7% par an. Le rendement des capitaux propres devrait être 13.8% dans 3 ans.

Informations clés

5.5%

Taux de croissance des bénéfices

7.05%

Taux de croissance du BPA

Trade Distributors croissance des bénéfices5.4%
Taux de croissance des recettes3.6%
Rendement futur des capitaux propres13.83%
Couverture par les analystes

Good

Dernière mise à jour09 Sep 2026

Mises à jour récentes de la croissance future

Recent updates

Mise à jour du récit • Jul 16

8001: Marine Ammonia Fuel And Strong Non Resource Profits Will Support Steady Outlook

Analysts have raised their price target on ITOCHU from ¥1,840 to ¥2,060, citing updated assumptions around fair value, discount rate, revenue growth, profit margins and future P/E multiples as the main drivers of this change. What's in the News Itochu Corporation and Peninsula Petroleum formed a joint marine fuel ammonia bunkering company in Europe, targeting ammonia supply for shipping as a cleaner marine fuel and supporting decarbonization in maritime operations.
Mise à jour du récit • Jul 02

8001: Dividend And Earnings Outlook Will Support Higher Future P/E

Analysts have raised their fair value target on ITOCHU to ¥2,800 from ¥2,600, citing updated assumptions for discount rates, revenue growth, profit margins and future P/E. What's in the News Nanoramic, Inc.
Article d’analyse • Jun 19

ITOCHU's (TSE:8001) Profits May Not Reveal Underlying Issues

ITOCHU Corporation ( TSE:8001 ) just released a solid earnings report, and the stock displayed some strength. While the...
Mise à jour du récit • Jun 18

8001: Battery Materials Rollout And E Waste Push Will Support Re Rating

The analyst price target for ITOCHU has been adjusted slightly lower to ¥2,416.92 from ¥2,457.69, with analysts citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E estimates as the key drivers of the change. What’s in the News for ITOCHU Nanoramic, Inc.
Mise à jour du récit • Jun 04

8001: Battery Materials And E Waste Expansion Will Support Future Re Rating

Analysts have slightly trimmed their fair value estimate for ITOCHU to around ¥2,458. This reflects small adjustments to discount rate, revenue growth, profit margin and future P/E assumptions in their updated models.
Mise à jour du récit • May 20

8001: Capital Returns And E Waste Expansion Will Support Future Re Rating

The analyst price target for ITOCHU has shifted modestly higher from ¥2,452.31 to ¥2,476.92, as analysts factor in updated assumptions for revenue growth, profit margin and future P/E, which slightly adjust their view of the stock’s risk and earnings profile. What's in the News Nissin Foods entered into a Master Raw Materials and Products Procurement Agreement with ITOCHU for 2026 to 2028, covering wheat flour and a range of food products supplied on normal commercial terms with market benchmarking for pricing transparency (Key Developments).
Mise à jour du récit • Apr 26

8001: Capital Returns And E Waste Venture Will Support Future Re Rating

Analysts have adjusted their fair value estimate for ITOCHU slightly higher from ¥2,429.23 to ¥2,452.31, citing small updates to discount rate assumptions, profit margin forecasts, and the projected future P/E multiple. What's in the News A board meeting is scheduled for April 15, 2026 to consider changes in Audit & Supervisory Board members, indicating upcoming adjustments in governance roles (Key Developments).
Mise à jour du récit • Apr 09

8001: Capital Returns And E Waste Venture Will Support Future Re Rating

Analysts have slightly raised their price target on ITOCHU, with fair value moving from ¥2,421.54 to ¥2,429.23, as small adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions feed through their models. What's in the News Board meetings are scheduled for February 25 and March 26, 2026, to review and express support for a Tender Offer, including recommendations that shareholders tender Target Company shares and consideration of a capital and business alliance agreement with the Target Company (Key Developments).
Mise à jour du récit • Mar 26

8001: Clear Capital Policy And Growth Roadmap Will Support Future Re Rating

Analysts have lifted their price target on ITOCHU to ¥2,422 from ¥2,300, citing updated assumptions that include a slightly higher future P/E and profit margin, along with a fresh Buy initiation and ¥2,500 target from recent Street research that highlights the company’s clear growth strategy and capital policy. Analyst Commentary Bullish Takeaways Bullish analysts point to the clear growth strategy and capital policy as key reasons why ITOCHU screens well on execution quality.
Mise à jour du récit • Mar 08

8001: Clear Capital Policies And Growth Roadmap Will Support Balanced Long Term Outlook

Narrative Update on ITOCHU The analyst price target for ITOCHU has been raised from ¥2,246 to ¥2,300. Analysts point to clearer growth plans and capital policies, along with updated assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E.
Nouveau récit • Feb 27

Non Resource Consumer Dependence And Execution Risks Will Challenge Long Term Earnings Stability

Catalysts About ITOCHU ITOCHU is a Japanese trading group that focuses on non resource consumer related businesses alongside resource operations. What are the underlying business or industry changes driving this perspective?
Mise à jour du récit • Feb 22

8001: Clear Growth Roadmap And Capital Policy Will Support Balanced Long Term Outlook

Analysts have raised the fair value estimate for ITOCHU to ¥2,246 from ¥2,230, citing recent coverage that highlights the company's clearly defined growth plans and capital policy as key supports for a Street price target of ¥2,500. Analyst Commentary Bullish Takeaways Bullish analysts point to the ¥2,500 price target as support for the higher fair value estimate, arguing that clearly articulated growth plans justify some valuation premium within Japan's trading company group.
Mise à jour du récit • Feb 08

8001: Clear Growth Roadmap And Capital Policy Will Guide Long Term Outlook

Analysts have modestly raised their price target for ITOCHU to ¥2,230.67 from ¥2,168.33, citing updated assumptions around revenue, profitability, discount rates and future P/E multiples that align with recent positive Street views on the company's growth plans and capital policies. Analyst Commentary Bullish Takeaways Bullish analysts point to the new ¥2,500 price target as support for the view that ITOCHU's current valuation still leaves room for upside if the company follows through on its growth plans and capital policies.
Mise à jour du récit • Jan 24

8001: Clear Growth Plans And Capital Policy Will Shape Long Term Outlook

Analysts have lifted their fair value estimate for ITOCHU from ¥2,130 to about ¥2,168 per share, citing more detailed expectations related to long term growth, profitability, and P/E assumptions. These expectations are supported by recent research that outlines clear growth plans and capital policies.
Article d’analyse • Jan 21

These 4 Measures Indicate That ITOCHU (TSE:8001) Is Using Debt Reasonably Well

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Mise à jour du récit • Jan 09

8001: Clear Growth Plans And Capital Policy Will Support Balanced Long Term Outlook

Analysts have trimmed their fair value estimate for ITOCHU from ¥10,175.45 to ¥2,130.33, citing recent Street research that highlights a ¥2,500 price target and an emphasis on the company's clear growth strategy and capital policy among Japan's trading companies. Analyst Commentary Recent Street research coverage provides a clearer view of how analysts are thinking about ITOCHU's long term potential and the risks that could affect the current fair value assumptions.
Article d’analyse • Dec 28

ITOCHU (TSE:8001) Has Announced That It Will Be Increasing Its Dividend To ¥110.00

ITOCHU Corporation's ( TSE:8001 ) dividend will be increasing from last year's payment of the same period to ¥110.00 on...
Mise à jour du récit • Dec 15

8001: Uranium Expansion And Buybacks Will Support Stable Long Term Outlook

Narrative Update on Analyst Price Target Analysts have raised their price target on ITOCHU from ¥9,770 to approximately ¥10,175. They cite slightly lower discount rate assumptions, modestly stronger profit margin expectations, and a somewhat higher projected future P/E multiple, which together offset a marginal reduction in long term revenue growth forecasts.
Mise à jour du récit • Dec 01

8001: Uranium Project Expansion and Share Buybacks Will Support Steady Outlook

Analysts have raised their price target for ITOCHU from ¥9,735 to ¥9,770, reflecting minor adjustments in growth expectations and valuation metrics. What's in the News ITOCHU, together with Navoiyuran (Uzbekistan) and Orano (France), has expanded its joint venture "Nurlikum Mining" to focus on the industrial development of the "South Djengeldi" uranium deposit in Uzbekistan.
Mise à jour du récit • Nov 17

8001: Stable Development and Share Buybacks Will Support Balanced Outlook

Analysts have modestly increased their price target for ITOCHU, raising the estimated fair value from ¥9,696 to ¥9,735. This adjustment is attributed to improved revenue growth projections and a slightly lower discount rate.
Article d’analyse • Nov 13

We Think You Should Be Aware Of Some Concerning Factors In ITOCHU's (TSE:8001) Earnings

Following the solid earnings report from ITOCHU Corporation ( TSE:8001 ), the market responded by bidding up the stock...
Mise à jour du récit • Nov 02

8001: Continued Resource Development And Clean Energy Initiatives Will Sustain Balanced Outlook

Analyst Price Target Update for ITOCHU Analysts have maintained their fair value estimate for ITOCHU at ¥9,696. They cite a stable discount rate and future profit expectations as key factors supporting their unchanged outlook.
Article d’analyse • Oct 28

ITOCHU Corporation (TSE:8001) Shares Could Be 28% Above Their Intrinsic Value Estimate

Key Insights The projected fair value for ITOCHU is JP¥7,006 based on 2 Stage Free Cash Flow to Equity ITOCHU is...
Mise à jour du récit • Oct 18

Sustainability And Digitalization Will Build Resilient Operations

Narrative Update on ITOCHU: Analyst Price Target Revision Analysts have maintained their fair value estimate for ITOCHU at ¥9,696, with only minimal adjustments to underlying assumptions. They cite steady company fundamentals and sustained profit margins as key factors.
Mise à jour du récit • Oct 04

Sustainability And Digitalization Will Build Resilient Operations

Analysts have raised their price target for ITOCHU from ¥9,464 to ¥9,696. They cite modest improvements in revenue growth projections and a slight decrease in the discount rate as key factors supporting their updated outlook.
Article d’analyse • Sep 24

If EPS Growth Is Important To You, ITOCHU (TSE:8001) Presents An Opportunity

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Mise à jour du récit • Sep 19

Sustainability And Digitalization Will Build Resilient Operations

The consensus analyst price target for ITOCHU has increased to ¥9464, primarily reflecting a modest rise in the expected future P/E multiple while revenue growth forecasts remained stable. What's in the News ITOCHU has entered into a Joint Development Agreement with L&T Energy Green Tech Limited to develop and commercialise a 300 KTPA green ammonia project in Gujarat, with plans to offtake ammonia for bunkering in Singapore, supporting both companies' sustainability efforts.
Mise à jour du récit • Sep 04

Sustainability And Digitalization Will Build Resilient Operations

With both the consensus future P/E and discount rate holding steady, analysts have made only a marginal upward adjustment in ITOCHU's fair value, increasing the price target from ¥8,977 to ¥9,037. What's in the News ITOCHU has entered a Joint Development Agreement with L&T Energy Green Tech Limited to develop and commercialise a 300 KTPA green ammonia project in Gujarat, supporting clean energy for maritime applications and low-carbon ammonia as marine fuel.

Prévisions de croissance des bénéfices et des revenus

TSE:8001 - Estimations futures des analystes et données financières antérieures (JPY Millions )
DateRecettesLes revenusFlux de trésorerie disponibleCash from OpMoy. Nombre d'analystes
3/31/202916,653,3271,073,000587,6001,355,9697
3/31/202816,062,1621,011,358548,4001,312,7699
3/31/202715,540,635973,473230,5001,255,4088
6/30/202615,140,015910,107707,921992,897N/A
3/31/202614,823,087900,283846,8461,131,837N/A
12/31/202514,671,038909,072743,2481,009,693N/A
9/30/202514,682,086942,089779,4171,027,937N/A
6/30/202514,684,249957,589810,5001,035,011N/A
3/31/202514,724,234880,251769,813997,278N/A
12/31/202414,618,296866,553806,1051,058,068N/A
9/30/202414,547,119827,313846,8891,087,481N/A
6/30/202414,280,337795,134733,090971,836N/A
3/31/202414,029,910801,770775,562978,108N/A
12/31/202313,852,475729,983766,218928,123N/A
9/30/202313,727,567730,387775,632938,135N/A
6/30/202313,916,103783,125747,539916,069N/A
3/31/202313,945,633800,519743,977938,058N/A
12/31/202213,743,913823,634678,227865,351N/A
9/30/202213,410,742802,688685,403856,309N/A
6/30/202212,754,551783,424683,273855,538N/A
3/31/202212,293,348820,269644,021801,163N/A
12/31/202111,865,132715,979723,240869,549N/A
9/30/202111,319,682649,537692,030850,753N/A
6/30/202110,891,221564,150674,744823,468N/A
3/31/202110,362,628401,433730,878895,900N/A
12/31/202010,313,556438,967638,284856,738N/A
9/30/202010,410,985464,762652,168851,511N/A
6/30/202010,644,491458,794821,261978,544N/A
3/31/202010,982,968501,322N/A878,133N/A
12/31/201911,234,213529,645N/A892,493N/A
9/30/201911,629,260531,589N/A794,817N/A
6/30/201911,714,106534,446N/A577,729N/A
3/31/201911,600,485500,523N/A476,551N/A
12/31/201810,117,091440,752N/A382,019N/A
9/30/20188,393,278415,867N/A400,747N/A
6/30/20186,904,348405,506N/A363,196N/A
3/31/20185,510,059400,333N/A388,212N/A
12/31/20175,387,194409,017N/A367,409N/A
9/30/20175,169,687392,518N/A382,289N/A
6/30/20174,950,609387,330N/A410,263N/A
3/31/20174,838,464352,221N/A389,693N/A
12/31/20164,782,672259,773N/A398,033N/A
9/30/20164,810,583229,817N/A435,058N/A
6/30/20164,931,100191,999N/A405,338N/A
3/31/20165,083,536240,376N/A419,404N/A
12/31/20155,235,906350,157N/A522,404N/A
9/30/20155,389,078361,087N/A412,582N/A

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de 8001 ( 5.5% par an) est supérieure au taux d'épargne ( 0.9% ).

Bénéfices vs marché: Les bénéfices de 8001 ( 5.5% par an) devraient croître plus lentement que le marché JP ( 8.6% par an).

Croissance élevée des bénéfices: Les bénéfices de 8001 devraient augmenter, mais pas de manière significative.

Chiffre d'affaires vs marché: Le chiffre d'affaires de 8001 ( 3.6% par an) devrait croître plus lentement que le marché de JP ( 6.3% par an).

Croissance élevée des revenus: Le chiffre d'affaires de 8001 ( 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 8001 devrait être faible dans 3 ans ( 13.8 %).

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'entreprise2026/09/10 12:36
Cours de l'action en fin de journée2026/09/10 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
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* 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

ITOCHU Corporation est couverte par 27 analystes. 9 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
Takashi EnomotoBofA Global Research
Chika FukumotoCitigroup Inc