Innolux Corporation

TWSE:3481 Voorraadrapport

Marktkapitalisatie: NT$380.9b

Innolux Toekomstige groei

Future criteriumcontroles 0/6

De winst van Innolux zal naar verwachting dalen met 19.6% per jaar, terwijl de jaarlijkse omzet naar verwachting zal groeien met 7.5% per jaar. De winst per aandeel zal naar verwachting groeien met 10% per jaar. Het rendement op het eigen vermogen zal over 3 jaar naar verwachting 4.8% zijn.

Belangrijke informatie

-19.6%

Groei van de winst

9.96%

Groei van de winst per aandeel

Electronic winstgroei33.9%
Inkomstengroei7.5%
Toekomstig rendement op eigen vermogen4.82%
Dekking van analisten

Low

Laatst bijgewerkt11 Sep 2026

Recente toekomstige groei-updates

Recent updates

Narratiefupdate • Sep 03

3481: Sharply Higher Future P/E Assumption Will Restrain Share Returns

Analysts have revised Innolux's fair value estimate from NT$12.40 to NT$26.00, citing updated assumptions for discount rates, revenue growth, profit margins and future P/E expectations. What’s in the News for Innolux No recent company specific news for Innolux has been identified from the provided sources as of 1 Sep 2026.
Narratiefupdate • Aug 19

3481: Fair Value Outlook Will Rely On Higher P/E Assumptions

Analysts have raised their price target for Innolux to NT$48.26 from NT$41.56. This change reflects updated assumptions regarding fair value, discount rate, revenue growth, profit margin, and future P/E levels.
Narratiefupdate • Jul 29

3481: Fair Value Outlook Will Rely On Higher Margin And P/E Assumptions

The latest narrative update for Innolux reflects a revised analyst price target of NT$47.13 compared with the prior NT$41.56. Analysts cited adjusted fair value, discount rate, revenue growth, profit margin and future P/E assumptions to support the change.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
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Nieuw narratief • Mar 16

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Winst- en omzetgroeiprognoses

TWSE:3481 - Toekomstschattingen van analisten en financiële gegevens uit het verleden (TWD Millions )
DatumInkomstenInkomstenVrije kasstroomGeldmiddelen uit operationele activiteitenGem. Aantal analisten
12/31/2028294,2955,608N/AN/A2
12/31/2027275,5946,52119,67234,9384
12/31/2026253,38416,56619,51136,9872
6/30/2026244,9056,20916,78627,453N/A
3/31/2026237,43791717,90929,245N/A
12/31/2025226,7242508,48220,168N/A
9/30/2025223,6669,29321,20119,116N/A
6/30/2025221,3219,6483,36117,830N/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
3/31/2020242,439-18,987N/A6,760N/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

Toekomstige groeivoorspellingen analisten

Verdiensten versus spaarpercentage: De winst van 3481 zal naar verwachting de komende 3 jaar dalen ( -19.6% per jaar).

Winst versus markt: De winst van 3481 zal naar verwachting de komende 3 jaar dalen ( -19.6% per jaar).

Hoge groeiwinsten: De winst van 3481 zal naar verwachting de komende 3 jaar dalen.

Omzet versus markt: De omzet van 3481 ( 7.5% per jaar) zal naar verwachting langzamer groeien dan de markt TW ( 21.7% per jaar).

Hoge groei-inkomsten: De omzet van 3481 ( 7.5% per jaar) zal naar verwachting langzamer groeien dan 20% per jaar.

Groeiprognoses winst per aandeel

Toekomstig rendement op eigen vermogen

Toekomstige ROE: Het rendement op eigen vermogen 3481 zal naar verwachting over 3 jaar laag zijn ( 4.8 %).

Ontdek groeibedrijven

7D

1Y

7D

1Y

7D

1Y

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/09/12 20:14
Aandelenkoers aan het einde van de dag2026/09/11 00:00
Inkomsten2026/06/30
Jaarlijkse inkomsten2025/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

Innolux Corporation wordt gevolgd door 26 analisten. 4 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

AnalistInstelling
Wanping YehBarclays
Alberto MoelBernstein
Brad LinBofA Global Research