Kusuri No Aoki Holdings Co., Ltd. Just Missed EPS By 30%: Here's What Analysts Think Will Happen Next

Kusuri No Aoki Holdings Co., Ltd. (TSE:3549) last week reported its latest interim results, which makes it a good time for investors to dive in and see if the business is performing in line with expectations. Statutory earnings per share fell badly short of expectations, coming in at JP¥30.89, some 30% below analyst forecasts, although revenues were okay, approximately in line with analyst estimates at JP¥243b. This is an important time for investors, as they can track a company's performance in its report, look at what experts are forecasting for next year, and see if there has been any change to expectations for the business. With this in mind, we've gathered the latest statutory forecasts to see what the analysts are expecting for next year.

View our latest analysis for Kusuri No Aoki Holdings

Taking into account the latest results, the most recent consensus for Kusuri No Aoki Holdings from five analysts is for revenues of JP¥490.1b in 2025. If met, it would imply a reasonable 5.6% increase on its revenue over the past 12 months. Per-share earnings are expected to swell 13% to JP¥189. In the lead-up to this report, the analysts had been modelling revenues of JP¥490.4b and earnings per share (EPS) of JP¥188 in 2025. So it's pretty clear that, although the analysts have updated their estimates, there's been no major change in expectations for the business following the latest results.

There were no changes to revenue or earnings estimates or the price target of JP¥3,898, suggesting that the company has met expectations in its recent result. Fixating on a single price target can be unwise though, since the consensus target is effectively the average of analyst price targets. As a result, some investors like to look at the range of estimates to see if there are any diverging opinions on the company's valuation. Currently, the most bullish analyst values Kusuri No Aoki Holdings at JP¥4,290 per share, while the most bearish prices it at JP¥3,300. Still, with such a tight range of estimates, it suggeststhe analysts have a pretty good idea of what they think the company is worth.

Another way we can view these estimates is in the context of the bigger picture, such as how the forecasts stack up against past performance, and whether forecasts are more or less bullish relative to other companies in the industry. The period to the end of 2025 brings more of the same, according to the analysts, with revenue forecast to display 12% growth on an annualised basis. That is in line with its 10% annual growth over the past five years. By contrast, our data suggests that other companies (with analyst coverage) in a similar industry are forecast to see their revenues grow 2.6% per year. So it's pretty clear that Kusuri No Aoki Holdings is forecast to grow substantially faster than its industry.

The Bottom Line

The most obvious conclusion is that there's been no major change in the business' prospects in recent times, with the analysts holding their earnings forecasts steady, in line with previous estimates. Happily, there were no major changes to revenue forecasts, with the business still expected to grow faster than the wider industry. The consensus price target held steady at JP¥3,898, 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 Kusuri No Aoki Holdings. Long-term earnings power is much more important than next year's profits. We have estimates - from multiple Kusuri No Aoki Holdings analysts - going out to 2027, and you can see them free on our platform here.

Don't forget that there may still be risks. For instance, we've identified 1 warning sign for Kusuri No Aoki Holdings that you should be aware of.

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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.