Inpex Corporation

TSE:1605 주식 리포트

시가총액: JP¥3.9t

Inpex 과거 순이익 실적

과거 기준 점검 2/6

Inpex은 연평균 18.1%의 비율로 수입이 증가해 온 반면, Oil and Gas 산업은 수입이 8.3% 증가했습니다. 매출은 연평균 11.7%의 비율로 증가했습니다. Inpex의 자기자본이익률은 8.1%이고 순이익률은 19.1%입니다.

핵심 정보

18.08%

순이익 성장률

21.71%

주당순이익(EPS) 성장률

Oil and Gas 산업 성장률7.74%
매출 성장률11.70%
자기자본이익률8.08%
순이익률19.07%
다음 순이익 업데이트07 Aug 2026

최근 과거 실적 업데이트

Recent updates

내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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).
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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).
내러티브 업데이트 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).
분석 기사 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...
내러티브 업데이트 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
분석 기사 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...
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
분석 기사 Sep 02

Inpex (TSE:1605) Has Announced A Dividend Of ¥50.00

Inpex Corporation ( TSE:1605 ) has announced that it will pay a dividend of ¥50.00 per share on the 31st of March...
내러티브 업데이트 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.
분석 기사 Jul 28

Is Inpex (TSE:1605) A Risky Investment?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
분석 기사 Jul 10

Returns On Capital Are Showing Encouraging Signs At Inpex (TSE:1605)

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
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새로운 내러티브 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.

매출 및 비용 세부 내역

Inpex가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.


순이익 및 매출 추이

TSE:1605 매출, 비용 및 순이익 (JPY Millions)
날짜매출순이익일반관리비연구개발비
31 Mar 261,976,255376,957134,5680
31 Dec 252,011,351393,836100,19313,146
30 Sep 252,038,927431,332130,6800
30 Jun 252,123,843438,28586,34835,663
31 Mar 252,205,936431,808185,4170
31 Dec 242,265,837427,344131,81835,663
30 Sep 242,311,035394,741218,9460
30 Jun 242,276,588280,039138,5573,559
31 Mar 242,182,840292,06298,9343,559
31 Dec 232,164,516321,70898,4463,559
30 Sep 232,227,752451,239102,3590
30 Jun 232,304,973508,06998,6290
31 Mar 232,417,745495,664100,9710
31 Dec 222,324,660438,27695,9150
30 Sep 222,093,898352,75598,3750
30 Jun 221,844,448355,52883,6820
31 Mar 221,486,063278,95268,3830
31 Dec 211,244,369223,04858,1850
30 Sep 211,027,462151,45056,2410
30 Jun 21877,76061,08256,0990
31 Mar 21765,074-107,08858,8550
31 Dec 20771,046-111,69957,0280
31 Dec 191,270,849157,05648,5170
30 Sep 191,108,452131,55962,9010
30 Jun 191,056,438108,99048,6300
31 Mar 19971,38896,10649,7920
31 Dec 18930,57849,55344,1580
30 Sep 18923,98444,24444,2420
30 Jun 18918,17837,14949,6850
31 Mar 18933,70140,36248,4260
31 Dec 17954,60151,64860,8940
30 Sep 17932,68860,59360,9300
30 Jun 17894,16158,32961,2870
31 Mar 17874,42346,16862,4690
31 Dec 16823,962-2,74750,8980
30 Sep 16832,208-12,98151,4650
30 Jun 16963,40867555,0040
31 Mar 161,009,56416,77756,6840
31 Dec 151,053,72143,49070,5750
30 Sep 151,075,10034,55875,3060
30 Jun 151,074,34849,339103,0730

양질의 수익: 1605는 고품질 수익을 보유하고 있습니다.

이익 마진 증가: 1605의 현재 순 이익률 (19.1%)은 지난해 (19.6%)보다 낮습니다.


잉여현금흐름 대비 순이익 분석


과거 순이익 성장 분석

수익추이: 1605는 지난 5년 동안 흑자전환하며 연평균 18.1%의 수익 성장을 기록했습니다.

성장 가속화: 1605은 지난 1년 동안 수익이 감소하여 5년 평균과 비교할 수 없습니다.

수익 대 산업: 1605은 지난 1년 동안 수익이 감소(-12.7%)하여 Oil and Gas 업계 평균(1.3%)과 비교하기 어렵습니다.


자기자본이익률

높은 ROE: 1605의 자본 수익률(8.1%)은 낮음으로 평가됩니다.


총자산이익률


투하자본수익률


우수한 과거 실적 기업을 찾아보세요

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/06/27 09:05
종가2026/06/26 00:00
수익2026/03/31
연간 수익2025/12/31

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분석가 소스

Inpex Corporation는 23명의 분석가가 다루고 있습니다. 이 중 11명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Kazuhisa MoriBarclays
NEIL BEVERIDGEBernstein
Kohei SugaBofA Global Research