Ain Holdings Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

Ain Holdings Inc. (TSE:9627) just released its third-quarter report and things are looking bullish. It was overall a positive result, with revenues beating expectations by 2.8% to hit JP¥122b. Ain Holdings also reported a statutory profit of JP¥118, which was an impressive 44% above what the analysts had forecast. 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. So we collected the latest post-earnings statutory consensus estimates to see what could be in store for next year.

See our latest analysis for Ain Holdings

Taking into account the latest results, the current consensus from Ain Holdings' four analysts is for revenues of JP¥502.9b in 2026. This would reflect a solid 14% increase on its revenue over the past 12 months. Per-share earnings are expected to grow 13% to JP¥324. Yet prior to the latest earnings, the analysts had been anticipated revenues of JP¥502.3b and earnings per share (EPS) of JP¥323 in 2026. 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¥5,150, suggesting that the company has met expectations in its recent result. It could also be instructive to look at the range of analyst estimates, to evaluate how different the outlier opinions are from the mean. Currently, the most bullish analyst values Ain Holdings at JP¥7,100 per share, while the most bearish prices it at JP¥4,200. There are definitely some different views on the stock, but the range of estimates is not wide enough as to imply that the situation is unforecastable, in our view.

Of course, another way to look at these forecasts is to place them into context against the industry itself. The analysts are definitely expecting Ain Holdings' growth to accelerate, with the forecast 11% annualised growth to the end of 2026 ranking favourably alongside historical growth of 8.9% per annum over the past five years. By contrast, our data suggests that other companies (with analyst coverage) in a similar industry are forecast to grow their revenue at 4.0% per year. It seems obvious that, while the growth outlook is brighter than the recent past, the analysts also expect Ain Holdings to grow faster than the wider industry.

The Bottom Line

The most important thing to take away is that there's been no major change in sentiment, with the analysts reconfirming that the business is performing in line with their previous earnings per share estimates. Happily, there were no major changes to revenue forecasts, with the business still expected to grow faster than the wider industry. There was no real change to the consensus price target, suggesting that the intrinsic value of the business has not undergone any major changes with the latest estimates.

Keeping that in mind, we still think that the longer term trajectory of the business is much more important for investors to consider. We have estimates - from multiple Ain Holdings analysts - going out to 2027, and you can see them free on our platform here.

You can also view our analysis of Ain Holdings' balance sheet, and whether we think Ain Holdings is carrying too much debt, for free on our platform 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.