Marui Group Co., Ltd. Just Beat EPS By 31%: Here's What Analysts Think Will Happen Next

As you might know, Marui Group Co., Ltd. (TSE:8252) just kicked off its latest half-yearly results with some very strong numbers. The company beat forecasts, with revenue of JP¥136b, some 2.4% above estimates, and statutory earnings per share (EPS) coming in at JP¥38.35, 31% ahead of expectations. 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.

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After the latest results, the nine analysts covering Marui Group are now predicting revenues of JP¥273.6b in 2026. If met, this would reflect a reasonable 2.5% improvement in revenue compared to the last 12 months. Statutory earnings per share are expected to shrink 2.5% to JP¥158 in the same period. In the lead-up to this report, the analysts had been modelling revenues of JP¥272.9b and earnings per share (EPS) of JP¥158 in 2026. The consensus analysts don't seem to have seen anything in these results that would have changed their view on the business, given there's been no major change to their estimates.

Check out our latest analysis for Marui Group

There were no changes to revenue or earnings estimates or the price target of JP¥3,450, 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. The most optimistic Marui Group analyst has a price target of JP¥4,300 per share, while the most pessimistic values it at JP¥2,700. Analysts definitely have varying views on the business, but the spread of estimates is not wide enough in our view to suggest that extreme outcomes could await Marui Group shareholders.

Taking a look at the bigger picture now, one of the ways we can understand these forecasts is to see how they compare to both past performance and industry growth estimates. It's clear from the latest estimates that Marui Group's rate of growth is expected to accelerate meaningfully, with the forecast 5.1% annualised revenue growth to the end of 2026 noticeably faster than its historical growth of 3.7% p.a. over the past five years. Other similar companies in the industry (with analyst coverage) are also forecast to grow their revenue at 5.6% per year. Marui Group 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 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. They also reconfirmed their revenue estimates, with the company predicted to grow at about the same rate as the wider industry. The consensus price target held steady at JP¥3,450, with the latest estimates not enough to have an impact on their price targets.

Following on from that line of thought, we think that the long-term prospects of the business are much more relevant than next year's earnings. We have estimates - from multiple Marui Group analysts - going out to 2028, and you can see them free on our platform here.

Plus, you should also learn about the 2 warning signs we've spotted with Marui Group (including 1 which is significant) .

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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.