Stock Analysis

Aeon Delight Co., Ltd. (TSE:9787) Full-Year Results Just Came Out: Here's What Analysts Are Forecasting For This Year

TSE:9787
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Aeon Delight Co., Ltd. (TSE:9787) just released its full-year report and things are looking bullish. Results were good overall, with revenues beating analyst predictions by 2.9% to hit JP¥325b. Statutory earnings per share (EPS) came in at JP¥220, some 4.5% above whatthe analysts had expected. Earnings are an important time for investors, as they can track a company's performance, look at what the analysts are forecasting for next year, and see if there's been a change in sentiment towards the company. So we gathered the latest post-earnings forecasts to see what estimates suggest is in store for next year.

View our latest analysis for Aeon Delight

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TSE:9787 Earnings and Revenue Growth April 11th 2024

Taking into account the latest results, the consensus forecast from Aeon Delight's twin analysts is for revenues of JP¥337.0b in 2025. This reflects a satisfactory 3.7% improvement in revenue compared to the last 12 months. Statutory earnings per share are expected to shrink 3.7% to JP¥212 in the same period. Yet prior to the latest earnings, the analysts had been anticipated revenues of JP¥324.9b and earnings per share (EPS) of JP¥219 in 2025. Overall it looks as though the analysts were a bit mixed on the latest results. Although there was a a satisfactory to revenue, the consensus also made a minor downgrade to its earnings per share forecasts.

There's been no major changes to the price target of JP¥3,350, suggesting that the impact of higher forecast revenue and lower earnings won't result in a meaningful change to the business' valuation.

Of course, another way to look at these forecasts is to place them into context against the industry itself. It's clear from the latest estimates that Aeon Delight's rate of growth is expected to accelerate meaningfully, with the forecast 3.7% annualised revenue growth to the end of 2025 noticeably faster than its historical growth of 0.8% p.a. over the past five years. Other similar companies in the industry (with analyst coverage) are also forecast to grow their revenue at 3.8% per year. Aeon Delight is expected to grow at about the same rate as its industry, so it's not clear that we can draw any conclusions from its growth relative to competitors.

The Bottom Line

The biggest concern is that the analysts reduced their earnings per share estimates, suggesting business headwinds could lay ahead for Aeon Delight. They also upgraded their revenue forecasts, although the latest estimates suggest that Aeon Delight will grow in line with the overall industry. The consensus price target held steady at JP¥3,350, with the latest estimates not enough to have an impact on their price targets.

With that in mind, we wouldn't be too quick to come to a conclusion on Aeon Delight. Long-term earnings power is much more important than next year's profits. We have analyst estimates for Aeon Delight going out as far as 2027, and you can see them free on our platform here.

We also provide an overview of the Aeon Delight Board and CEO remuneration and length of tenure at the company, and whether insiders have been buying the stock, here.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.