Asahi Kasei’s EPS exceeded market expectations in its latest results, and analysts revised their revenue forecast for the next fiscal year upward. Meanwhile, the share price fell 7.1% to ¥1,491 in the week following the results.
Asahi Kasei’s share price fell 7.1% in the week following its latest results announcement, with the closing price reaching ¥1,491. Revenue was ¥1.7 trillion, broadly in line with expectations, while earnings per share (EPS) of ¥36.21 was 15% above market expectations. Results announcements are an important period for investors, and attention remains focused on confirming the outlook for next year.
According to consensus estimates compiled by 12 analysts, 2027 revenue is expected to reach ¥3.38 trillion, representing a 3.0% year-on-year increase. Meanwhile, earnings per share (EPS) is forecast at ¥129, a projected decline of 12% from the previous year. Following the results announcement, revenue estimates were revised slightly upward, but there has been no major change in direction overall.
The consensus price target is ¥1,982 and is considered unchanged, suggesting that analysts are assessing the company’s value primarily through its earnings. Market valuations range widely, from the most optimistic estimate of ¥2,500 to the most conservative estimate of ¥1,400. Long-term growth prospects are expected to be broadly in line with industry levels, and many analysts are focused on performance trends from the next fiscal year onward.