Analysts Have Made A Financial Statement On Yakult Honsha Co.,Ltd.'s (TSE:2267) Half-Yearly Report

It's been a good week for Yakult Honsha Co.,Ltd. (TSE:2267) shareholders, because the company has just released its latest half-year results, and the shares gained 4.6% to JP¥2,601. Yakult HonshaLtd reported JP¥241b in revenue, roughly in line with analyst forecasts, although statutory earnings per share (EPS) of JP¥83.41 beat expectations, being 3.0% higher than what the analysts expected. Following the result, the analysts have updated their earnings model, and it would be good to know whether they think there's been a strong change in the company's prospects, or if it's business as usual. 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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Following last week's earnings report, Yakult HonshaLtd's nine analysts are forecasting 2026 revenues to be JP¥491.9b, approximately in line with the last 12 months. Per-share earnings are expected to rise 5.9% to JP¥154. In the lead-up to this report, the analysts had been modelling revenues of JP¥491.4b and earnings per share (EPS) of JP¥151 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 Yakult HonshaLtd

There were no changes to revenue or earnings estimates or the price target of JP¥2,611, suggesting that the company has met expectations in its recent result. The consensus price target is just an average of individual analyst targets, so - it could be handy to see how wide the range of underlying estimates is. Currently, the most bullish analyst values Yakult HonshaLtd at JP¥3,600 per share, while the most bearish prices it at JP¥1,900. This is a fairly broad spread of estimates, suggesting that analysts are forecasting a wide range of possible outcomes for the business.

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 pretty clear that there is an expectation that Yakult HonshaLtd's revenue growth will slow down substantially, with revenues to the end of 2026 expected to display 2.5% growth on an annualised basis. This is compared to a historical growth rate of 6.1% over the past five years. Compare this against other companies (with analyst forecasts) in the industry, which are in aggregate expected to see revenue growth of 3.3% annually. So it's pretty clear that, while revenue growth is expected to slow down, the wider industry is also expected to grow faster than Yakult HonshaLtd.

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. Fortunately, the analysts also reconfirmed their revenue estimates, suggesting that it's tracking in line with expectations. Although our data does suggest that Yakult HonshaLtd's revenue is expected to perform worse 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 forecasts for Yakult HonshaLtd going out to 2028, and you can see them free on our platform here.

You can also see our analysis of Yakult HonshaLtd's Board and CEO remuneration and experience, and whether company insiders have been buying stock.

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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.