Inpex（1605）株式概要
インペックス株式会社は、石油、天然ガス、その他の鉱物資源の研究、探鉱、開発、生産、販売を日本および海外で行っている。 詳細
1605 Community Fair Values
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Analyst Price Targets
Inpex Corporation 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | JP¥3,930.00 |
| 52週高値 | JP¥4,955.00 |
| 52週安値 | JP¥2,585.00 |
| ベータ | -0.14 |
| 1ヶ月の変化 | 3.91% |
| 3ヶ月変化 | 12.45% |
| 1年変化 | 48.50% |
| 3年間の変化 | 70.57% |
| 5年間の変化 | 396.84% |
| IPOからの変化 | 44.22% |
最新ニュース
ナラティブ更新 • Sep 03
1605: Share Repurchases And Dividend Commitment Will Support Future Cash Returns
Analysts have reduced their fair value estimate for Inpex from ¥4,950 to ¥4,770, attributing the change to updated assumptions for discount rates, revenue growth, profit margins and future P/E levels. What’s in the News for Inpex Inpex announced a share repurchase program of up to 50,000,000 shares, equal to 4.29% of issued share capital excluding treasury shares, with a total purchase amount of ¥140,000 million, valid until December 31, 2026.
ナラティブ更新 • Aug 19
1605: Future Share Buybacks And Softer Revenue Outlook Will Likely Pressure Shares
Analysts have lifted their fair value estimate for Inpex from ¥2,909.89 to ¥3,247.23, reflecting updated assumptions for the discount rate, revenue trends, profit margins, and future P/E expectations. What’s in the News for Inpex Formentera Partners, Daly Waters Energy and INPEX Pty Ltd agreed to contract a Helmerich & Payne FlexRig for drilling in Australia's Beetaloo Basin.Recent updates
ナラティブ更新 • Sep 03
1605: Share Repurchases And Dividend Commitment Will Support Future Cash Returns
Analysts have reduced their fair value estimate for Inpex from ¥4,950 to ¥4,770, attributing the change to updated assumptions for discount rates, revenue growth, profit margins and future P/E levels. What’s in the News for Inpex Inpex announced a share repurchase program of up to 50,000,000 shares, equal to 4.29% of issued share capital excluding treasury shares, with a total purchase amount of ¥140,000 million, valid until December 31, 2026.ナラティブ更新 • Aug 19
1605: Future Share Buybacks And Softer Revenue Outlook Will Likely Pressure Shares
Analysts have lifted their fair value estimate for Inpex from ¥2,909.89 to ¥3,247.23, reflecting updated assumptions for the discount rate, revenue trends, profit margins, and future P/E expectations. What’s in the News for Inpex Formentera Partners, Daly Waters Energy and INPEX Pty Ltd agreed to contract a Helmerich & Payne FlexRig for drilling in Australia's Beetaloo Basin.
ナラティブ更新 • Aug 05
1605: Higher Long Term Margins And P/E Assumptions Will Likely Drive Shares Higher
Analysts have adjusted their view on Inpex, setting a slightly higher fair value and a new price target of ¥4,300. This reflects updated assumptions around long term profit margins and future P/E levels.ナラティブ更新 • Jul 20
1605: CCS And Long Term LNG Contracts Will Likely Drive Shares Higher
Analysts have raised their price target on Inpex to about ¥4,171 from roughly ¥3,952, citing updated assumptions for revenue growth, profit margins, a slightly different discount rate, and a revised outlook for the future P/E ratio. What's in the News for Inpex Inpex and Kanto Natural Gas Development launched the Metropolitan CCS joint venture on April 1, 2025, to research and plan a carbon capture and storage project serving industrial emitters in the Greater Tokyo Area, according to company announcements.ナラティブ更新 • Jul 06
1605: Higher Margins And Softer Revenue Outlook Will Likely Pressure Shares
Analysts have raised their price target for Inpex from ¥2,780 to approximately ¥2,910, citing updated assumptions that reflect a smaller projected revenue decline, a higher profit margin near 19% and a lower future P/E multiple. What's in the News for Inpex Inpex revised its consolidated earnings guidance for the six months ending June 30, 2026, with revenue now expected in a range of ¥1,044,000 million to ¥1,087,000 million, operating profit of ¥579,000 million to ¥628,000 million, and profit attributable to owners of parent of ¥180,000 million to ¥214,000 million, with basic EPS projected between ¥154.77 and ¥184.01.ナラティブ更新 • Jun 22
1605: LNG Resolution And Beetaloo Expansion Will Support Future Cash Returns
Analysts have maintained their ¥4,950 price target on Inpex, citing relatively stable assumptions around revenue growth, profit margin, and future P/E as the basis for keeping their valuation unchanged. What's in the News for Inpex Inpex and Australian unions reached an agreement to end strikes at the Ichthys LNG facilities, with the deal including job security measures, pay increases, and improved working arrangements, allowing a fully resumed production schedule.ナラティブ更新 • Jun 05
1605: LNG Project Expansions And Beetaloo Gas Venture Will Support Future Returns
Analysts have trimmed their price target on Inpex from ¥5,000 to ¥4,950, reflecting updated assumptions that combine a lower revenue growth outlook with slightly higher profit margins and a largely unchanged forward P/E multiple. What's in the News Union workers at the Inpex operated Ichthys LNG project in Australia have started limited industrial action over a wage dispute, causing a 24 hour delay to a Taiwan bound LNG tanker, with the Offshore Alliance flagging a broader strike between June 11 and June 23 if talks do not reach agreement.ナラティブ更新 • May 22
1605: Beetaloo Gas Venture Will Support Future Cash Flows And Returns
Analysts have kept their ¥5,000 price target on Inpex steady, citing only minor updates to the discount rate, revenue growth, profit margin and future P/E assumptions that do not materially change their overall view on the stock. What's in the News Inpex entered a joint venture with Formentera Partners to accelerate development of natural gas resources in Australia’s onshore Beetaloo Basin, combining Formentera’s shale expertise with Inpex’s LNG capabilities to supply domestic gas and future LNG exports to Asia and other regions (Key Developments).分析記事 • May 16
Earnings Report: Inpex Corporation Missed Revenue Estimates By 17%
Investors in Inpex Corporation ( TSE:1605 ) had a good week, as its shares rose 3.5% to close at JP¥3,921 following the...ナラティブ更新 • May 01
1605: Beetaloo Gas Development And Stable Cash Flows Will Support Future Returns
Analysts have maintained Inpex's fair value estimate at ¥5,000, making only very small adjustments to growth, margin and future P/E assumptions. As a result, the headline price target remains unchanged, although the underlying model inputs have been slightly refined.ナラティブ更新 • Apr 17
1605: Beetaloo Expansion And LNG Plans Will Likely Keep Shares Fairly Valued
The analyst price target for Inpex has been revised from approximately ¥3,192 to about ¥3,952. Analysts cited updated assumptions around revenue growth, profit margins, and a slightly adjusted discount rate and future P/E as key drivers of the change.ナラティブ更新 • Apr 01
1605: Future Cash Flows And Beetaloo Development Will Support Shareholder Returns
Analysts have raised their price target on Inpex to ¥5,000 from ¥4,859, citing updated assumptions for future revenue growth, profit margins, and a lower forward P/E multiple, while also noting that some expect softer oil and gas prices ahead. Analyst Commentary Recent research on Inpex reflects a split view, with some analysts focusing on potential downside risks from softer oil and gas price assumptions and others pointing to valuation support and execution on current projects.ナラティブ更新 • Mar 18
1605: Softer 2026 Commodity Prices Will Likely Drive Further Share Downside
Analysts have slightly lifted their fair value estimate for Inpex to ¥2,780 from ¥2,750, reflecting updated assumptions on future P/E and margins, while incorporating recent Street research that factors in expectations for softer oil and gas prices in 2026. Analyst Commentary Bearish analysts are taking a more cautious stance on Inpex, even as fair value estimates are being fine tuned.ナラティブ更新 • Mar 04
1605: Higher 2026 Cash Flows And Buybacks Will Support Stronger Shareholder Returns
Narrative Update on Inpex Analysts have adjusted their fair value estimate for Inpex from about ¥4,187 to roughly ¥4,859, reflecting updated assumptions on revenue growth, profit margins and future P/E multiples. This comes alongside a recent move by one firm to set a ¥2,820 price target based on expectations for softer oil and gas prices in 2026.ナラティブ更新 • Feb 17
1605: Softer 2026 Commodity Pricing Will Likely Constrain Upside Potential
Analysts have lifted their fair value estimate for Inpex to ¥2,750 from ¥1,940, citing updated assumptions on discount rates, revenue trends and future P/E, even as some now expect softer oil and gas pricing ahead. Analyst Commentary Bearish analysts recently shifted to a more cautious stance on Inpex, moving their rating to Underperform with a price target of ¥2,820.分析記事 • Feb 14
Earnings Update: Inpex Corporation (TSE:1605) Just Reported Its Full-Year Results And Analysts Are Updating Their Forecasts
Shareholders might have noticed that Inpex Corporation ( TSE:1605 ) filed its full-year result this time last week. The...ナラティブ更新 • Feb 03
1605: Buybacks And Softer 2026 Pricing Views Will Likely Keep Shares Fairly Valued
Analysts have updated their fair value estimate for Inpex from ¥3,146 to about ¥3,192, reflecting revised price target work that incorporates expectations for softer oil and gas prices in 2026. Analyst Commentary Recent research has led some bearish analysts to adopt a more cautious stance on Inpex, with a revised price target of ¥2,820 that sits below the updated fair value estimate of about ¥3,192.ナラティブ更新 • Jan 19
1605: Buybacks And Cautious 2026 Pricing Views Will Likely Keep Shares Fairly Valued
Analysts now see Inpex's fair value at ¥3,146, down slightly from ¥3,150, reflecting updated views on revenue, margins and future P/E after some have turned more cautious on oil and gas pricing. Analyst Commentary Bullish Takeaways Bullish analysts point out that the fair value cut to ¥3,146 is small relative to prior estimates, which they see as a sign that core assumptions on earnings power and P/E have not materially shifted.ナラティブ更新 • Jan 05
1605: Expanded Buybacks And Firm Margins Will Support Stronger Shareholder Returns
Analysts have kept their fair value estimate for Inpex broadly steady at ¥4,186.61 per share, reflecting updated assumptions for lower revenue growth expectations, a slightly higher profit margin and a modestly higher future P/E of 13.73, which together inform the latest price target view. What's in the News Board meeting scheduled for November 13, 2025 to consider changes to Inpex's shareholder benefit system and other agenda items (company event filing).ナラティブ更新 • Dec 20
1605: Shareholder Returns Will Likely Accelerate Under Expanded Buyback Program
Analysts have raised their price target on Inpex from ¥2,900 to approximately ¥4,187, citing expectations of faster revenue growth, stronger profit margins, and a higher justified future P/E multiple. What's in the News Board meeting scheduled for November 13, 2025, to consider enhancing the shareholder benefit system and other matters (Company announcement).分析記事 • Dec 12
Inpex (TSE:1605) Is Due To Pay A Dividend Of ¥50.00
Inpex Corporation ( TSE:1605 ) will pay a dividend of ¥50.00 on the 31st of March. Based on this payment, the dividend...ナラティブ更新 • Dec 06
1605: Future Buybacks And Raised Guidance Will Likely Keep Shares Fairly Valued
Analysts have raised their price target on Inpex from ¥2,801 to ¥3,150, reflecting slightly improved long term revenue and margin expectations and a modestly higher assumed future price to earnings multiple. What's in the News Board meeting scheduled for November 13, 2025, with an agenda that includes enhancing the shareholder benefit system and other matters (company disclosure) Equity buyback plan expanded on November 13, 2025, increasing authorization by ¥20,000 million to ¥100,000 million, with the maximum number of shares raised from 50,000,000 to 60,000,000 and the program extended to January 31, 2026 (company disclosure) Full year 2025 earnings guidance raised, with net sales now expected at JPY 2,000,000 million, operating profit at JPY 1,120,000 million, and profit attributable to owners of parent at JPY 390,000 million, reflecting strong project operations and updated oil price and FX assumptions (company guidance) Buyback tranche update for August 8, 2025 to September 30, 2025, confirming repurchase of 11,396,500 shares, or 0.95 percent of shares, for ¥28,321.54 million under the existing program (company disclosure) Valuation Changes Consensus Analyst Price Target increased moderately from ¥2,801 to ¥3,150, reflecting a somewhat more optimistic view of long term value Discount Rate unchanged at 4.8 percent, indicating no shift in the assumed risk profile or cost of capital Revenue Growth revised slightly higher from negative 2.47 percent to negative 2.39 percent, implying a marginally less pronounced decline in long term sales Net Profit Margin edged up from 17.10 percent to 17.17 percent, suggesting modestly stronger long term profitability expectations Future P/E risen from 11.47 times to 12.81 times, indicating a somewhat higher valuation multiple being applied to expected earnings分析記事 • Nov 28
Inpex's (TSE:1605) Dividend Will Be ¥50.00
Inpex Corporation ( TSE:1605 ) will pay a dividend of ¥50.00 on the 31st of March. This makes the dividend yield about...ナラティブ更新 • Nov 22
1605: Future Buyback Expansion Is Expected To Limit Shareholder Returns
Analysts have raised their price target for Inpex from ¥2,548 to ¥2,801. They cited an improved outlook with better projected revenue growth and only minor changes to profit margins.分析記事 • Nov 16
Earnings Miss: Inpex Corporation Missed EPS By 13% And Analysts Are Revising Their Forecasts
Investors in Inpex Corporation ( TSE:1605 ) had a good week, as its shares rose 9.7% to close at JP¥3,175 following the...分析記事 • Nov 14
Inpex (TSE:1605) Will Pay A Dividend Of ¥50.00
Inpex Corporation's ( TSE:1605 ) investors are due to receive a payment of ¥50.00 per share on 31st of March. The...ナラティブ更新 • Nov 07
1605: Future Discount Rate Decline Signals Persistent Downside Risk
Analysts have maintained their price target for Inpex at ¥2,548. This steady outlook is supported by unchanged revenue and profit margin forecasts as well as expectations of a slightly reduced discount rate.ナラティブ更新 • Oct 24
Share Buyback and Dividend Increase Will Influence Future LNG Valuations
Analysts have raised their fair value estimate for Inpex from ¥2,521 to ¥2,548. They cite an improved profit margin outlook and a slight reduction in the discount rate, which together support a modestly higher price target.分析記事 • Sep 27
Calculating The Fair Value Of Inpex Corporation (TSE:1605)
Key Insights The projected fair value for Inpex is JP¥3,086 based on 2 Stage Free Cash Flow to Equity Inpex's JP¥2,775...ナラティブ更新 • Sep 14
Global Energy Shift Will Expose Overvaluation Risks In LNG
The consensus price target for Inpex has increased to ¥2521, reflecting improved sentiment driven by slightly better revenue growth forecasts and a modest uptick in net profit margin. What's in the News Board resolved to acquire treasury stock and authorized a share buyback plan.ナラティブ更新 • Aug 31
Global Energy Shift Will Expose Overvaluation Risks In LNG
As Inpex’s future P/E and discount rate remained essentially unchanged, analysts have kept their outlook steady, reflected in only a slight increase in the fair value estimate to ¥2411. What's in the News Board approved acquisition of treasury stock and authorized a share buyback plan.新しいナラティブ • Jun 22
Global Energy Shift Will Expose Overvaluation Risks In LNG
Market optimism about LNG and new energy ventures may be overextended, exposing the company to risks from faster renewable adoption and execution challenges in major projects.株主還元
| 1605 | JP Oil and Gas | JP 市場 | |
|---|---|---|---|
| 7D | 4.0% | 5.6% | -1.7% |
| 1Y | 48.5% | 48.6% | 26.7% |
業界別リターン: 1605過去 1 年間で48.6 % のリターンをもたらしたJP Oil and Gas業界と一致しました。
リターン対市場: 1605過去 1 年間で26.7 % の収益を上げたJP市場を上回りました。
価格変動
| 1605 volatility | |
|---|---|
| 1605 Average Weekly Movement | 4.6% |
| Oil and Gas Industry Average Movement | 3.8% |
| Market Average Movement | 3.9% |
| 10% most volatile stocks in JP Market | 8.7% |
| 10% least volatile stocks in JP Market | 1.9% |
安定した株価: 1605 、 JP市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: 1605の 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1966 | 3,720 | Takayuki Ueda | www.inpex.com |
株式会社インペックスは、石油、天然ガス、その他鉱物資源の調査、探鉱、開発、生産、販売を日本および海外で行っている。鉱物資源ビジネスに従事する企業への投融資も行っている。また、石油のみならず天然ガスの輸送、ガスパイプラインの運営・管理・保守も行っている。さらに、ガス・熱・電力供給事業、掘削泥水調整剤・セメント添加剤の製造・加工・販売、地熱プロジェクトの開発・管理、発電・電力供給、不動産管理・賃貸・仲介・販売、油井・地熱井の掘削工事・口径基礎工事の請負などを行っている。旧社名はインペックス・ホールディングス株式会社。株式会社インペックスは1966 年に設立され、本社は日本の港区にある。
Inpex Corporation 基礎のまとめ
| 1605 基礎統計学 | |
|---|---|
| 時価総額 | JP¥4.57t |
| 収益（TTM） | JP¥433.46b |
| 売上高(TTM) | JP¥1.96t |
10.5x
PER（株価収益率2.3x
P/Sレシオ1605 は割高か？
公正価値と評価分析を参照収益と収入
| 1605 損益計算書（TTM） | |
|---|---|
| 収益 | JP¥1.96t |
| 売上原価 | JP¥860.56b |
| 売上総利益 | JP¥1.10t |
| その他の費用 | JP¥668.97b |
| 収益 | JP¥433.46b |
直近の収益報告
Jun 30, 2026
次回決算日
Nov 12, 2026
| 一株当たり利益（EPS） | 372.96 |
| グロス・マージン | 56.16% |
| 純利益率 | 22.08% |
| 有利子負債／自己資本比率 | 24.6% |
1605 の長期的なパフォーマンスは？
過去の実績と比較を見る| Inpex 配当日 | |
|---|---|
| 配当落ち日 | Dec 29 2026 |
| 配当支払日 | Mar 30 2027 |
| 配当落ちまでの日数 | 106 days |
| 配当支払日までの日数 | 197 days |
1605 配当は確実ですか？
1605 配当履歴とベンチマークを見る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 | 2026/09/13 22:04 |
| 終値 | 2026/09/11 00:00 |
| 収益 | 2026/06/30 |
| 年間収益 | 2025/12/31 |
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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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 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
Inpex Corporation 10 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。22
| アナリスト | 機関 |
|---|---|
| Kazuhisa Mori | Barclays |
| NEIL BEVERIDGE | Bernstein |
| Takashi Enomoto | BofA Global Research |