Panasonic Holdings Corporation

TSE:6752 株式レポート

時価総額：JP¥9.1t

Panasonic Holdings 将来の成長

Future 基準チェック /36

Panasonic Holdings利益と収益がそれぞれ年間23.8%と3%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に10.8% 24.5%なると予測されています。

主要情報

23.8%

収益成長率

24.51%

EPS成長率

Consumer Durables 収益成長13.1%
収益成長率3.0%
将来の株主資本利益率10.78%
アナリストカバレッジ

Good

最終更新日21 Jul 2026

今後の成長に関する最新情報

分析記事 • Aug 01

The Panasonic Holdings Corporation (TSE:6752) First-Quarter Results Are Out And Analysts Have Published New Forecasts

Panasonic Holdings Corporation ( TSE:6752 ) defied analyst predictions to release its first-quarter results, which were...

Recent updates

ナラティブ更新 • Jul 15

6752: Lithium-Ion And Data Center Batteries Will Drive Long-Term Upside

Analysts have lifted their fair value estimate for Panasonic Holdings to ¥5,320 from ¥4,000, citing updated assumptions around revenue growth, profitability and future P/E, alongside Street research that suggests much of the AI infrastructure story is already reflected in the current share price. What’s in the News for Panasonic Holdings Custom Market Insights projects the global lithium ion battery market to reach about US$468.5b by 2035, with Panasonic Holdings listed among key industry players in energy storage and electric vehicles, driven by government policies and sustainability programs (Custom Market Insights).
ナラティブ更新 • Jul 01

6752: AI Hype And Execution Risks Will Restrain Future Share Performance

Analysts have updated their view on Panasonic Holdings with a new fair value estimate of ¥2,585, citing revised assumptions for growth, profitability and future P/E, even as recent research flags that much of the AI infrastructure theme may already be reflected in the stock. Analyst Commentary on Panasonic Holdings Recent research commentary on Panasonic highlights a cooler tone around the stock, with some bearish analysts questioning how much upside is left now that AI infrastructure themes are widely discussed and, in their view, already reflected in the current valuation.
ナラティブ更新 • Jun 17

6752: AI Expectations Will Constrain Upside Despite Data Center Battery Plans

Analysts have raised their blended fair value estimate for Panasonic Holdings to ¥3,719.53 from ¥3,411.20. This change reflects updated views on discount rates, profit margins, and future P/E assumptions, even as some recent research suggests that AI-related growth is already well reflected in the stock.
ナラティブ更新 • Jun 03

6752: Cautious View Will Persist As Restructuring Costs Limit Upside

Analysts have raised Panasonic Holdings' fair value estimate from ¥2,999 to ¥3,411, citing updated assumptions for revenue growth, profit margins, discount rate, and future P/E, even as some Street research, including a recent downgrade, turns more cautious on the stock. What's in the News Saudia introduced Panasonic Avionics' Astrova in flight engagement solution on its Airbus A321XLR aircraft, together with the Modular Interactive platform and Arc 3D moving map application.
ナラティブ更新 • May 20

6752: Governance Reforms And Execution On Earnings Drivers Will Support Long-Term Upside

Analysts have revised their price target on Panasonic Holdings to ¥4,000 from ¥3,000, citing updated assumptions around discount rates, revenue growth, margins and future P/E, even as some recent Street research has turned more cautious on the stock. Analyst Commentary While some recent research has turned more cautious, bullish analysts point to the revised ¥4,000 price target as a sign that they still see room for upside if Panasonic Holdings executes on its updated assumptions for revenue, margins and valuation multiples.
ナラティブ更新 • May 04

6752: Rising Restructuring Costs Will Drive A Cautious Longer Term Outlook

The analyst price target for Panasonic Holdings has shifted from approximately ¥2,663 to about ¥2,999, as analysts factor in modest adjustments to discount rates, revenue growth, profit margins and a higher assumed future P/E despite recent cautious sentiment reflected in downgrades such as the one from Nomura. Analyst Commentary Bullish Takeaways Bullish analysts are comfortable applying a higher future P/E to Panasonic Holdings, signaling confidence that earnings quality could justify a richer multiple over time.
ナラティブ更新 • Apr 20

6752: Execution Risks And Restructuring Costs Will Pressure Future Share Performance

Analysts have trimmed their price target for Panasonic Holdings to about ¥1,955 from roughly ¥1,984, citing a lower assumed future P/E, as well as slightly adjusted views on revenue growth, profit margins and discount rate assumptions. Analyst Commentary Bearish analysts are signaling a more cautious stance on Panasonic Holdings, with the latest move being a downgrade that reflects tempered expectations for the shares.
ナラティブ更新 • Apr 06

6752: Higher Restructuring Costs And Lower Margins Will Suppress Future Share Returns

Analysts have raised their price target on Panasonic Holdings from approximately ¥1,721 to about ¥1,984, citing updated assumptions for modest positive revenue growth, a slightly higher discount rate, a somewhat lower profit margin, and a higher future P/E multiple. What's in the News Board meeting scheduled for March 31, 2026, with an agenda item to consider a change of Representative Director, which investors often watch closely for potential leadership shifts (Key Developments).
ナラティブ更新 • Mar 23

6752: Restructuring Costs And Moderate Audio Expansion Will Shape Balanced Outlook

Analysts have raised their price target for Panasonic Holdings from about ¥2,463 to roughly ¥2,663, citing adjusted assumptions for revenue growth, profit margin and future P/E that together support a higher estimate of fair value. What's in the News Panasonic introduced the LUMIX DMW-DMS1 digital shotgun microphone, a compact, camera-mounted mic designed for its LUMIX camera lineup, aimed at higher quality directional audio recording for creators (Product-Related Announcement).
ナラティブ更新 • Mar 09

6752: Higher Restructuring Costs Will Pressure Earnings And Future Share Returns

Analysts have lifted their price target on Panasonic Holdings from ¥1,600 to about ¥1,721, citing updated assumptions that include a slightly lower discount rate, a smaller expected revenue decline, higher projected profit margins, and a modestly reduced future P/E multiple. What's in the News Panasonic introduced the LUMIX DMW DMS1 digital shotgun microphone for its LUMIX camera lineup, aimed at creators who want higher quality directional audio recording from a compact, camera mounted mic (Product related announcement).
ナラティブ更新 • Feb 22

6752: India Expansion And Higher Restructuring Costs Will Shape Measured Outlook

Analysts have adjusted their price target on Panasonic Holdings from ¥2,320 to about ¥2,463, citing updated assumptions around revenue growth, profit margins, the discount rate, and future P/E levels. What's in the News Panasonic Holdings revised its consolidated earnings guidance for the year ending 31 March 2026, keeping Net Sales at ¥7,700,000 million but updating Operating Profit to ¥290,000 million, net profit attributable to the company to ¥240,000 million, and basic earnings per share to ¥102.80, compared with prior figures of Operating Profit at ¥320,000 million, net profit at ¥260,000 million, and EPS at ¥111.36 (Key Developments).
ナラティブ更新 • Feb 08

6752: India Expansion And Group Reform Will Drive Long-Term Upside

Analysts have raised their price target on Panasonic Holdings from ¥2,500 to ¥3,000, citing updated assumptions that include higher projected revenue growth, a slightly lower discount rate, a modestly stronger profit margin and a marginally higher future P/E multiple. What's in the News Panasonic Holdings revised its consolidated earnings guidance for the year ending March 31, 2026, keeping net sales at ¥7,700,000b but lowering expected operating profit to ¥290,000m, net profit attributable to the company to ¥240,000m, and basic EPS to ¥102.80 from ¥320,000m, ¥260,000m, and ¥111.36 respectively (Corporate guidance).
ナラティブ更新 • Jan 25

6752: India Expansion And Margin Assumptions Will Shape Balanced Outlook

Analysts have lifted their price target on Panasonic Holdings from ¥2,190 to ¥2,320, citing updated assumptions for revenue growth, profit margins, discount rate and future P/E. They view these assumptions as better reflecting the company’s current outlook.
ナラティブ更新 • Jan 10

6752: Weaker Earnings Guidance And Indian Expansion Plans Will Pressure Future Returns

Analysts have kept their fair value estimate for Panasonic Holdings steady at ¥1,600, citing only modest tweaks to the discount rate, revenue growth, profit margin, and future P/E assumptions rather than a shift in their overall view of the shares. What's in the News Panasonic Holdings plans to pursue acquisitions and minority investments to support overseas growth in its Indian business, including expanding wiring devices, lighting and sales coverage in southern India, according to comments at the Panasonic group IR day.
ナラティブ更新 • Dec 26

6752: India Expansion, Cost Moves And Chip Tariffs Will Shape Outlook

Analysts have modestly raised their price target for Panasonic Holdings from ¥2,136 to ¥2,190. This reflects expectations for slightly improved profitability, supported by higher forecast profit margins and a marginally lower discount rate, even as revenue growth and future valuation multiples are trimmed.
ナラティブ更新 • Dec 12

6752: Future Tariffs On Chip Heavy Electronics Will Pressure Earnings Outlook

Analysts have raised their price target on Panasonic Holdings by approximately 7 percent to ¥1,600, citing slightly lower discount rate assumptions, an improved revenue outlook despite still modest contraction, and higher expected profit margins on a cheaper projected future P/E multiple. What's in the News The Trump administration is considering tariffs on imported electronic devices based on the value of their chip content, a proposal that could affect major manufacturers including Panasonic alongside peers such as Sony, Nintendo, Samsung, and Foxconn (Reuters).
ナラティブ更新 • Nov 27

6752: Chip Tariff Risk And Battery Collaboration Prospects Will Shape Outlook

Analysts have modestly raised their price target for Panasonic Holdings from ¥2,126.67 to ¥2,136.00. This reflects slight improvements in profit margin and a lower discount rate.
ナラティブ更新 • Nov 13

6752: Revenue Forecast Upgrade Will Drive Up Share Performance Despite Margin Pressure

Narrative Update: Panasonic Holdings Analyst Price Target Raised Analysts have raised their price target for Panasonic Holdings from ¥2,063 to approximately ¥2,127, citing improved revenue growth forecasts that more than offset a modest decrease in profit margin expectations. What's in the News The Trump administration is considering tariffs on imported electronics based on the number of chips in each device.
ナラティブ更新 • Oct 30

6752: Potential Tariff Risks And Battery Technology Advances Will Shape Future Performance

Analysts have maintained their price target for Panasonic Holdings at ¥2,063. They cite steady updated projections in key financial metrics as well as an unchanged outlook for the company’s fair value.
ナラティブ更新 • Oct 16

Generative AI And EV Trends Will Expand Energy Markets

Narrative Update on Panasonic Holdings Analysts have raised their price target for Panasonic Holdings from ¥2,035.87 to ¥2,063.00, citing improved revenue growth expectations as well as a slightly higher profit margin forecast. What's in the News The Trump administration is considering tariffs on foreign electronics, including those from Panasonic, based on the value of chips in each device (Reuters).
分析記事 • Sep 30

Market Cool On Panasonic Holdings Corporation's (TSE:6752) Earnings

Panasonic Holdings Corporation's ( TSE:6752 ) price-to-earnings (or "P/E") ratio of 10.2x might make it look like a buy...
分析記事 • Sep 13

Panasonic Holdings (TSE:6752) Has Announced A Dividend Of ¥20.00

The board of Panasonic Holdings Corporation ( TSE:6752 ) has announced that it will pay a dividend of ¥20.00 per share...
分析記事 • Aug 30

Panasonic Holdings (TSE:6752) Will Pay A Dividend Of ¥20.00

Panasonic Holdings Corporation ( TSE:6752 ) has announced that it will pay a dividend of ¥20.00 per share on the 2nd of...
ナラティブ更新 • Aug 27

Generative AI And EV Trends Will Expand Energy Markets

Despite a marginal uptick in revenue growth forecasts and a stable forward P/E, the consensus analyst price target for Panasonic Holdings has been slightly revised down from ¥2076 to ¥2043. What's in the News Panasonic Holdings is in advanced talks to acquire a controlling stake in Focus Lighting and Fixtures, though due diligence has revealed issues and Panasonic denies any confirmed deal.
分析記事 • Aug 19

Investors Met With Slowing Returns on Capital At Panasonic Holdings (TSE:6752)

TSE:6752 1 Year Share Price vs Fair Value Explore Panasonic Holdings's Fair Values from the Community and select yours...
分析記事 • Aug 01

The Panasonic Holdings Corporation (TSE:6752) First-Quarter Results Are Out And Analysts Have Published New Forecasts

Panasonic Holdings Corporation ( TSE:6752 ) defied analyst predictions to release its first-quarter results, which were...
User avatar
新しいナラティブ • Nov 07

Generative AI And Market Expansion Drive Positive Growth Across Diverse Segments

Expansion in energy storage and generative AI products is driving significant revenue growth and improved margins due to increased demand and pricing power.

業績と収益の成長予測

TSE:6752 - アナリストの将来予測と過去の財務データ ( )JPY Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
3/31/20298,752,644676,875543,3541,057,56112
3/31/20288,253,876559,896364,427931,24615
3/31/20277,778,242456,605324,050953,62615
3/31/20268,048,722189,537-71,729624,289N/A
12/31/20257,938,068203,096-177,156505,727N/A
9/30/20258,027,351319,692-160,985636,916N/A
6/30/20258,233,187367,0351,334748,449N/A
3/31/20258,458,185366,193-67,287796,083N/A
12/31/20248,600,011333,206120,795971,302N/A
9/30/20248,628,306344,512128,326932,728N/A
6/30/20248,588,415313,686138,486868,279N/A
3/31/20248,496,420443,978219,699866,898N/A
12/31/20238,454,727501,791242,428805,351N/A
9/30/20238,434,437446,528212,092703,213N/A
6/30/20238,434,775417,469214,981624,845N/A
3/31/20238,378,942265,493150,856520,742N/A
12/31/20228,189,956222,562128,623462,420N/A
9/30/20227,919,166209,620104,685420,337N/A
6/30/20227,570,231227,735-53,533245,056N/A
3/31/20227,388,791255,323-45,146252,630N/A
12/31/20217,248,861230,560-35,435277,909N/A
9/30/20217,173,193269,252223,130469,607N/A
6/30/20217,099,303251,447488,837732,402N/A
3/31/20216,698,794165,072207,611504,038N/A
12/31/20206,608,256177,694194,803472,536N/A
9/30/20206,705,332173,64371,147363,717N/A
6/30/20206,991,384166,090-90,393227,121N/A
3/31/20207,490,601225,70085,015430,303N/A
12/31/20197,675,382288,582N/A413,460N/A
9/30/20197,838,979271,449N/A314,830N/A
6/30/20197,885,127276,566N/A271,955N/A
3/31/20198,002,733284,149N/A203,677N/A
12/31/20188,152,983209,644N/A237,045N/A
9/30/20188,132,478230,748N/A312,582N/A
6/30/20188,125,624244,641N/A381,344N/A
3/31/20187,982,164236,040N/A423,182N/A
12/31/20177,833,488152,012N/A519,347N/A
9/30/20177,661,767134,816N/A485,528N/A
6/30/20177,460,469176,378N/A437,714N/A
3/31/20177,343,707149,360N/A385,410N/A
12/31/20167,304,788230,495N/A306,289N/A
9/30/20167,333,093215,378N/A313,801N/A
6/30/20167,444,387155,478N/A338,104N/A
3/31/20167,553,717193,256N/A398,680N/A
12/31/20157,667,018199,285N/A345,093N/A
9/30/20157,752,582209,885N/A450,964N/A

アナリストによる今後の成長予測

収入対貯蓄率: 6752の予測収益成長率 (年間23.8% ) は 貯蓄率 ( 0.8% ) を上回っています。

収益対市場: 6752の収益 ( 23.8% ) はJP市場 ( 10.1% ) よりも速いペースで成長すると予測されています。

高成長収益: 6752の収益は今後 3 年間で 大幅に 増加すると予想されています。

収益対市場: 6752の収益 ( 3% ) JP市場 ( 6.4% ) よりも低い成長が予測されています。

高い収益成長: 6752の収益 ( 3% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: 6752の 自己資本利益率 は、3年後には低くなると予測されています ( 10.8 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/07/27 16:43
終値2026/07/27 00:00
収益2026/03/31
年間収益2026/03/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Panasonic Holdings Corporation 15 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。27

アナリスト機関
Yuji FujimoriBarclays
Mikio HirakawaBofA Global Research
Masahiro ShibanoCitigroup Inc