Innolux Corporation

TWSE:3481 株式レポート

時価総額：NT$457.5b

Innolux 将来の成長

Future 基準チェック /16

Innolux利益と収益がそれぞれ年間9%と8.2%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4.2% 44.2%なると予測されています。

主要情報

9.0%

収益成長率

44.23%

EPS成長率

Electronic 収益成長33.9%
収益成長率8.2%
将来の株主資本利益率4.20%
アナリストカバレッジ

Low

最終更新日30 Jun 2026

今後の成長に関する最新情報

Recent updates

ナラティブ更新 • Jul 15

3481: Higher Multiple Assumptions Will Likely Sustain An Overstretched P/E

Innolux’s updated analyst price target has moved from roughly NT$19.76 to about NT$47.13, with analysts pointing to refined assumptions on discount rates, revenue growth, profit margins and future P/E expectations to support the change. What’s in the News for Innolux No recent company specific news items for Innolux were identified in the provided sources.
ナラティブ更新 • Jul 01

3481: Future Returns Will Rely On High P E Multiple Assumptions

Analysts now set their fair value price target for Innolux at around NT$85.3, compared with the prior NT$27.0. This reflects updated assumptions on discount rates, revenue growth, profit margins, and future P/E expectations. What's in the News No recent company specific news items for Innolux were identified in the provided sources.
ナラティブ更新 • Jun 17

3481: Slight Assumption Tweaks Will Likely Maintain An Overstretched P/E

Analysts have maintained their NT$19.76 price target for Innolux, citing only very small shifts in assumptions for the discount rate, long term revenue growth, profit margins and future P/E as the basis for this stable view. What's in the News for Innolux No recent Innolux specific news items were identified in the provided sources.
ナラティブ更新 • Jun 03

3481: Stable Dividend Assumptions Will Likely Sustain An Overvalued P/E

Analysts have kept Innolux's fair value estimate broadly steady at NT$19.76, with only small tweaks to underlying assumptions such as the discount rate and future P/E. These changes feed into the updated price target narrative.
ナラティブ更新 • May 19

3481: Higher Margin Assumptions Will Likely Sustain An Overvalued P/E

Analysts have lifted their fair value estimate for Innolux from NT$16.37 to NT$19.76, citing updated assumptions for revenue growth, profit margins, the discount rate, and a lower future P/E multiple. Valuation Changes Fair Value: NT$16.37 to NT$19.76, indicating a higher assessed value per share based on the updated inputs.
ナラティブ更新 • May 02

3481: Future Returns Will Rely On Margins And Stable P E Multiple

Analysts have kept their NT$ price target for Innolux unchanged, pointing to only minor tweaks in discount rate, revenue growth and profit margin assumptions, along with a steady future P/E outlook. Valuation Changes Fair Value: NT$27.0 is unchanged, so the headline valuation level remains the same.
ナラティブ更新 • Apr 18

3481: Higher Discount Rate And Lower Future P/E Will Limit Share Upside

Analysts have trimmed their price target on Innolux to NT$16.56 from NT$17.25 as small shifts in discount rate assumptions, revenue growth outlook and profit margin forecasts feed through to a slightly lower expected P/E multiple. Valuation Changes Fair Value: NT$12.4 is unchanged, with no adjustment to the underlying fair value estimate.
ナラティブ更新 • Apr 03

3481: Fair Value Outlook Will Depend On Profit Margins And P E Multiple

Analysts now place Innolux's fair value at NT$27.0, compared with the prior NT$25.8. This reflects updated views on discount rates, profit margins and future P/E assumptions. Valuation Changes Fair Value: NT$27.0, up from NT$25.8, indicating a modest upward revision in the assessed value per share.
ナラティブ更新 • Mar 20

3481: Lower Future P/E Assumptions Will Likely Restrain Share Upside

Analysts have reduced their price target for Innolux to NT$12.40 from NT$115.22, pointing to updated assumptions for discount rate, revenue growth, profit margin, and a much lower future P/E that together suggest a more cautious view on the stock’s upside potential. Valuation Changes Fair Value: NT$12.40 is unchanged, indicating no shift in the central value estimate used in the analysis.
ナラティブ更新 • Mar 05

3481: Steady Fair Value Will Rely On Higher P/E And Margins

Narrative Update on Innolux Price Target The analyst price target for Innolux has been left unchanged at NT$25.8. Analysts point to a slightly lower discount rate, modestly adjusted revenue growth and profit margin assumptions, and a revised future P/E of about 195x as key inputs supporting their current valuation stance. Valuation Changes Fair Value: NT$25.8 remains unchanged, indicating no revision to the central valuation estimate.
ナラティブ更新 • Feb 19

3481: Higher Revenue Outlook And Richer P/E Will Support Stronger Sentiment

Analysts have modestly lifted their NT$ price target for Innolux, pointing to updated assumptions that combine slightly higher revenue growth with a lower profit margin outlook and a higher future P/E multiple. Valuation Changes Fair Value: NT$25.8 remains unchanged in the latest update.
ナラティブ更新 • Feb 05

3481: Higher Revenue Outlook And Richer P/E Will Support Stronger Sentiment

Analysts have increased their price target range for Innolux from $15.50 to $25.80, citing updated assumptions on revenue growth, profit margins, and a higher forward P/E profile in their revised models. Valuation Changes Fair Value: Raised from NT$15.50 to NT$25.80, indicating a higher assessed equity value per share in the updated model.
ナラティブ更新 • Jan 22

3481: Higher Margin Assumptions And Rich P/E Will Likely Cap Future Returns

Analysts have lifted their fair value estimate for Innolux from $11.30 to $12.40, citing updated assumptions around revenue growth, profit margin, discount rate and future P/E that together point to a different balance of risk and reward in their models. Valuation Changes The Fair Value Estimate has risen slightly from NT$11.30 to NT$12.40, reflecting updated model inputs.
ナラティブ更新 • Jan 08

3481: Future Profit Margin Assumptions Will Likely Prove Overly Optimistic

Analysts have raised their fair value estimate for Innolux from $13.79 to approximately $16.37, citing updated assumptions for revenue growth, profit margins and future P/E levels as key factors behind the higher price target. Valuation Changes Fair Value Estimate increased from NT$13.79 to about NT$16.37.
ナラティブ更新 • Dec 15

3481: Stronger Profit Margins Will Drive A More Optimistic Outlook

Analysts have trimmed their price target on Innolux to approximately $15.50 from about $17.50, citing slightly higher discount rates, more modest revenue growth assumptions, and a lower future price to earnings multiple, despite improved profit margin expectations. Valuation Changes Fair Value: Reduced from NT$17.50 to NT$15.50, representing a modest downward revision in the intrinsic value estimate.
User avatar
新しいナラティブ • Mar 16

Embracing eLEAP And Fan-Out PLP Technologies Will Provide Future Advantages Amid Industry Cycles

Investing in premium, advanced panels and strategic technology collaborations could boost revenue growth and enhance net margins in high-value sectors.

業績と収益の成長予測

TWSE:3481 - アナリストの将来予測と過去の財務データ ( )TWD 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
12/31/2028301,0234,116N/AN/A2
12/31/2027280,8826,301N/A37,5254
12/31/2026270,32815,96618,95745,7755
3/31/2026237,43791717,90929,245N/A
12/31/2025226,7242508,48220,168N/A
9/30/2025223,6669,29321,20119,116N/A
6/30/2025221,3219,64818,48517,830N/A
3/31/2025221,95011,53997115,968N/A
12/31/2024216,5106,4731,51017,533N/A
9/30/2024216,230-5,78970017,550N/A
6/30/2024218,411-8,109-6,46811,867N/A
3/31/2024216,637-14,978-9,24210,967N/A
12/31/2023211,741-18,643-11,7969,556N/A
9/30/2023206,249-27,799-14,8037,166N/A
6/30/2023196,611-38,647-24,260-3,022N/A
3/31/2023199,425-37,649-29,026-7,488N/A
12/31/2022223,716-27,990-23,037-1,983N/A
9/30/2022255,719-9,655-15,47110,893N/A
6/30/2022300,79021,69420,42749,046N/A
3/31/2022336,12447,85358,12888,018N/A
12/31/2021350,07757,53473,591101,752N/A
9/30/2021348,22861,73679,298101,786N/A
6/30/2021329,71144,67658,90879,282N/A
3/31/2021303,35818,47626,96744,621N/A
12/31/2020269,9111,6361,70522,404N/A
9/30/2020257,421-15,367-1,66118,649N/A
6/30/2020246,146-20,797-4,56016,049N/A
3/31/2020242,439-18,987-17,8276,760N/A
12/31/2019251,971-17,443N/A13,835N/A
9/30/2019258,637-11,281N/A15,189N/A
6/30/2019269,250-5,479N/A24,260N/A
3/31/2019272,537-4,442N/A40,097N/A
12/31/2018279,3762,223N/A52,580N/A
9/30/2018286,2657,215N/A58,688N/A
6/30/2018291,86514,059N/A60,487N/A
3/31/2018309,91228,110N/A71,848N/A
12/31/2017329,17437,029N/A82,643N/A
9/30/2017339,42543,603N/A78,345N/A
6/30/2017334,40237,904N/A79,640N/A
3/31/2017316,69822,310N/A63,223N/A
12/31/2016287,0891,871N/A33,399N/A
9/30/2016279,171-15,722N/A35,165N/A
6/30/2016293,442-15,298N/A42,152N/A
3/31/2016320,392-6,417N/A53,197N/A
12/31/2015364,13310,816N/A81,064N/A
9/30/2015397,61628,693N/A102,644N/A

アナリストによる今後の成長予測

収入対貯蓄率: 3481の予測収益成長率 (年間9% ) は 貯蓄率 ( 1.3% ) を上回っています。

収益対市場: 3481の収益 ( 9% ) TW市場 ( 25.9% ) よりも低い成長が予測されています。

高成長収益: 3481の収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: 3481の収益 ( 8.2% ) TW市場 ( 19.9% ) よりも低い成長が予測されています。

高い収益成長: 3481の収益 ( 8.2% ) 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: 3481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 ( 4.2 %)。

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2026/07/17 10:02
終値2026/07/17 00:00
収益2026/03/31
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
  • 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

Innolux Corporation 5 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。26

アナリスト機関
Wanping YehBarclays
Alberto MoelBernstein
Brad LinBofA Global Research