ITOCHU Corporation

Report azionario TSE:8001

Capitalizzazione di mercato: JP¥13.8t

ITOCHU Crescita futura

Criteri Future verificati 1/6

ITOCHU prevede che gli utili e i ricavi cresceranno rispettivamente di 4.6% e 4.1% all'anno. Si prevede che l'EPS crescerà di 5.9% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 13.7% in 3 anni.

Informazioni chiave

4.6%

Tasso di crescita degli utili

5.93%

Tasso di crescita dell'EPS

Trade Distributors crescita degli utili7.3%
Tasso di crescita dei ricavi4.1%
Rendimento futuro del capitale proprio13.74%
Copertura analitica

Good

Ultimo aggiornamento17 Jul 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Articolo di analisi • 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...
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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).
Aggiornamento narrativa • 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).
Aggiornamento narrativa • 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).
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Nuova narrativa • 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?
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Articolo di analisi • 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...
Aggiornamento narrativa • 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.
Articolo di analisi • 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...
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Articolo di analisi • 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...
Aggiornamento narrativa • 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.
Articolo di analisi • 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...
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Articolo di analisi • 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...
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.

Previsioni di crescita degli utili e dei ricavi

TSE:8001 - Stime future degli analisti e dati finanziari passati (JPY Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
3/31/202916,565,3101,052,096590,2001,319,7699
3/31/202815,965,7021,001,861529,0001,287,76911
3/31/202715,449,578964,565301,7501,277,60811
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
3/31/202010,982,968501,322678,606878,133N/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

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di 8001 ( 4.6% all'anno) è superiore al tasso di risparmio ( 0.8% ).

Guadagni vs Mercato: Si prevede che gli utili di 8001 ( 4.6% all'anno) cresceranno più lentamente rispetto al mercato JP ( 10.2% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di 8001 cresceranno, ma non in modo significativo.

Ricavi vs Mercato: Si prevede che il fatturato di 8001 ( 4.1% all'anno) crescerà più lentamente rispetto al mercato JP ( 6.4% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di 8001 ( 4.1% all'anno) crescerà più lentamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di 8001 sarà basso tra 3 anni ( 13.7 %).

Scoprire le aziende in crescita

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Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/07/23 16:37
Prezzo dell'azione a fine giornata2026/07/23 00:00
Utili2026/03/31
Utili annuali2026/03/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

ITOCHU Corporation è coperta da 27 analisti. 11 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Kazuhisa MoriBarclays
Takashi EnomotoBofA Global Research
Chika FukumotoCitigroup Inc