Fuji Oil Holdings Inc. Just Missed EPS By 81%: Here's What Analysts Think Will Happen Next

It's been a good week for Fuji Oil Holdings Inc. (TSE:2607) shareholders, because the company has just released its latest half-yearly results, and the shares gained 3.7% to JP¥3,329. It looks like a pretty bad result, all things considered. Although revenues of JP¥316b were in line with analyst predictions, statutory earnings fell badly short, missing estimates by 81% to hit JP¥11.71 per share. 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 gathered the latest post-earnings forecasts to see what estimates suggest is in store for next year.

Check out our latest analysis for Fuji Oil Holdings

Taking into account the latest results, the current consensus from Fuji Oil Holdings' five analysts is for revenues of JP¥624.0b in 2025. This would reflect a credible 2.5% increase on its revenue over the past 12 months. Fuji Oil Holdings is also expected to turn profitable, with statutory earnings of JP¥152 per share. In the lead-up to this report, the analysts had been modelling revenues of JP¥619.5b and earnings per share (EPS) of JP¥151 in 2025. 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.

With the analysts reconfirming their revenue and earnings forecasts, it's surprising to see that the price target rose 5.7% to JP¥3,720. It looks as though they previously had some doubts over whether the business would live up to their expectations. That's not the only conclusion we can draw from this data however, as some investors also like to consider the spread in estimates when evaluating analyst price targets. The most optimistic Fuji Oil Holdings analyst has a price target of JP¥4,000 per share, while the most pessimistic values it at JP¥3,300. The narrow spread of estimates could suggest that the business' future is relatively easy to value, or thatthe analysts have a strong view on its prospects.

Of course, another way to look at these forecasts is to place them into context against the industry itself. We would highlight that Fuji Oil Holdings' revenue growth is expected to slow, with the forecast 5.0% annualised growth rate until the end of 2025 being well below the historical 11% p.a. growth over the last five years. By way of comparison, the other companies in this industry with analyst coverage are forecast to grow their revenue at 3.7% annually. So it's pretty clear that, while Fuji Oil Holdings' 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. Fortunately, they also reconfirmed their revenue numbers, suggesting that it's tracking in line with expectations. Additionally, our data suggests that revenue is expected to grow faster than the wider industry. There was also a nice increase in the price target, with the analysts clearly feeling that the intrinsic value of the business is improving.

With that said, the long-term trajectory of the company's earnings is a lot more important than next year. We have forecasts for Fuji Oil Holdings going out to 2027, and you can see them free on our platform here.

Don't forget that there may still be risks. For instance, we've identified 1 warning sign for Fuji Oil Holdings that you should be aware of.

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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.