Fuji Kyuko Co., Ltd. (TSE:9010) Just Reported Interim Earnings: Have Analysts Changed Their Mind On The Stock?

Shareholders might have noticed that Fuji Kyuko Co., Ltd. (TSE:9010) filed its half-year result this time last week. The early response was not positive, with shares down 2.7% to JP¥2,499 in the past week. Results look mixed - while revenue fell marginally short of analyst estimates at JP¥26b, statutory earnings were in line with expectations, at JP¥86.10 per share. 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. With this in mind, we've gathered the latest statutory forecasts to see what the analysts are expecting for next year.

Check out our latest analysis for Fuji Kyuko

Taking into account the latest results, the current consensus from Fuji Kyuko's three analysts is for revenues of JP¥54.7b in 2025. This would reflect a decent 8.1% increase on its revenue over the past 12 months. Per-share earnings are expected to bounce 31% to JP¥100. Before this earnings report, the analysts had been forecasting revenues of JP¥56.1b and earnings per share (EPS) of JP¥105 in 2025. It's pretty clear that pessimism has reared its head after the latest results, leading to a weaker revenue outlook and a minor downgrade to earnings per share estimates.

Despite the cuts to forecast earnings, there was no real change to the JP¥5,200 price target, showing that the analysts don't think the changes have a meaningful impact on its intrinsic value.

Looking at the bigger picture now, one of the ways we can make sense of these forecasts is to see how they measure up against both past performance and industry growth estimates. It's clear from the latest estimates that Fuji Kyuko's rate of growth is expected to accelerate meaningfully, with the forecast 17% annualised revenue growth to the end of 2025 noticeably faster than its historical growth of 2.2% p.a. over the past five years. Compare this with other companies in the same industry, which are forecast to grow their revenue 6.6% annually. Factoring in the forecast acceleration in revenue, it's pretty clear that Fuji Kyuko is expected to grow much faster than its industry.

The Bottom Line

The biggest concern is that the analysts reduced their earnings per share estimates, suggesting business headwinds could lay ahead for Fuji Kyuko. They also downgraded Fuji Kyuko's revenue estimates, but industry data suggests that it is expected to grow faster than the wider industry. The consensus price target held steady at JP¥5,200, 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 Fuji Kyuko. Long-term earnings power is much more important than next year's profits. At Simply Wall St, we have a full range of analyst estimates for Fuji Kyuko going out to 2027, and you can see them free on our platform here..

Plus, you should also learn about the 1 warning sign we've spotted with Fuji Kyuko .

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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.