Panasonic Holdings Corporation

TSE:6752 주식 리포트

시가총액: JP¥10.6t

Panasonic Holdings 향후 성장

Future 기준 점검 3/6

Panasonic Holdings (는) 각각 연간 23.7% 및 2.8% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 24.6% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 11.1% 로 예상됩니다.

핵심 정보

23.7%

이익 성장률

24.64%

EPS 성장률

Consumer Durables 이익 성장13.7%
매출 성장률2.8%
향후 자기자본이익률11.14%
애널리스트 커버리지

Good

마지막 업데이트15 Jun 2026

최근 향후 성장 업데이트

분석 기사 • 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

내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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).
내러티브 업데이트 • 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).
내러티브 업데이트 • 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).
내러티브 업데이트 • 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).
내러티브 업데이트 • 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).
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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).
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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).
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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...
내러티브 업데이트 • 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.
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • Jul 16

These 4 Measures Indicate That Panasonic Holdings (TSE:6752) Is Using Debt Reasonably Well

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
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새로운 내러티브 • 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.

이익 및 매출 성장 예측

TSE:6752 - 애널리스트 향후 추정치 및 과거 재무 데이터 (JPY Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
3/31/20298,702,280684,976590,7511,071,5349
3/31/20288,169,318547,095390,409938,12915
3/31/20277,751,620454,599279,006844,97215
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
6/30/20157,720,600201,075N/A450,565N/A

애널리스트 향후 성장 전망

수입 대 저축률: 6752 의 연간 예상 수익 증가율(23.7%)이 saving rate(0.8%)보다 높습니다.

수익 vs 시장: 6752 의 연간 수익(23.7%)이 JP 시장(9.8%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 수익: 6752 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.

수익 대 시장: 6752 의 수익(연간 2.8%)이 JP 시장(연간 6.5%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: 6752 의 수익(연간 2.8%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: 6752의 자본 수익률은 3년 후 11.1%로 낮을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/06/26 16:42
종가2026/06/26 00:00
수익2026/03/31
연간 수익2026/03/31

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패키지데이터기간미국 소스 예시 *
기업 재무제표10년
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시장 가격30년
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지분 구조10년
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분석가 소스

Panasonic Holdings Corporation는 27명의 분석가가 다루고 있습니다. 이 중 15명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Yuji FujimoriBarclays
Mikio HirakawaBofA Global Research
Masahiro ShibanoCitigroup Inc