Earnings Update: Kotobuki Spirits Co., Ltd. (TSE:2222) Just Reported Its Full-Year Results And Analysts Are Updating Their Forecasts

Investors in Kotobuki Spirits Co., Ltd. (TSE:2222) had a good week, as its shares rose 5.5% to close at JP¥2,369 following the release of its full-year results. Results were roughly in line with estimates, with revenues of JP¥72b and statutory earnings per share of JP¥78.00. The analysts typically update their forecasts at each earnings report, and we can judge from their estimates whether their view of the company has changed or if there are any new concerns to be aware of. We've gathered the most recent statutory forecasts to see whether the analysts have changed their earnings models, following these results.

AI is about to change healthcare. These 20 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10bn in marketcap - there is still time to get in early.

Taking into account the latest results, the consensus forecast from Kotobuki Spirits' two analysts is for revenues of JP¥79.4b in 2026. This reflects a decent 9.7% improvement in revenue compared to the last 12 months. Statutory earnings per share are predicted to step up 18% to JP¥91.86. In the lead-up to this report, the analysts had been modelling revenues of JP¥79.8b and earnings per share (EPS) of JP¥92.65 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.

View our latest analysis for Kotobuki Spirits

It will come as no surprise then, to learn that the consensus price target is largely unchanged at JP¥2,750.

Of course, another way to look at these forecasts is to place them into context against the industry itself. We would highlight that Kotobuki Spirits' revenue growth is expected to slow, with the forecast 9.7% annualised growth rate until the end of 2026 being well below the historical 21% p.a. growth over the last five years. Juxtapose this against the other companies in the industry with analyst coverage, which are forecast to grow their revenues (in aggregate) 3.3% per year. So it's pretty clear that, while Kotobuki Spirits' revenue growth is expected to slow, it's still expected to grow faster than the industry itself.

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.

With that said, the long-term trajectory of the company's earnings is a lot more important than next year. At least one analyst has provided forecasts out to 2028, which can be seen for free on our platform here.

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

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.

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.