Idemitsu Kosan Co.,Ltd. (TYO:5019)

Idemitsu Kosan Stock Forecast

Stock Price Forecast

According to 8 analysts polled by S&P Global, Idemitsu Kosan stock has a consensus rating of "Buy" and an average price target of ¥1,609. The average 1-year stock price forecast is 12.49% higher than the current stock price, while the lowest is ¥1,070 (-25.17%) and the highest is ¥2,200 (+53.85%).

Price Target: ¥1,609 (+12.49%)

Analyst Consensus: Buy

Price Target

Chart

Target	Low	Average	Median	High
Price	¥1,070	¥1,609	¥1,500	¥2,200
Change	-25.17%	+12.49%	+4.90%	+53.85%

Analyst Ratings

The average analyst rating for Idemitsu Kosan stock is "Buy". This means that analysts believe this stock is likely to outperform the market over the next twelve months.

Recommendation Trends

Chart

Rating	May '26	Jun '26	Jul '26	Aug '26	Sep '26	Oct '26
Strong Buy	2	2	2	2	3	3
Buy	0	0	0	0	0	0
Hold	6	6	6	6	5	5
Sell	0	0	0	0	0	0
Strong Sell	0	0	0	0	0	0
Total	8	8	8	8	8	8

Latest Forecasts

Analyst	Firm	Rating	Rating	Action	Price Target	Upside	Date
Unknown Analyst J.P. Morgan No rating	J.P. Morgan	Hold Maintains ¥1,750	Hold	Maintains	¥1,750	+22.38%	Oct 13, 2026
Thanh Ha Pham Jefferies	Jefferies	Buy Upgrades ¥1,400 → ¥2,200	Buy	Upgrades	¥1,400 → ¥2,200	+53.85%	Sep 9, 2026
Unknown Analyst Nomura No rating	Nomura	Hold Maintains ¥1,440 → ¥1,340	Hold	Maintains	¥1,440 → ¥1,340	-6.29%	Aug 28, 2026
Unknown Analyst Morgan Stanley No rating	Morgan Stanley	Hold Maintains ¥1,070	Hold	Maintains	¥1,070	-25.17%	Jul 15, 2026
Unknown Analyst SMBC Nikko No rating	SMBC Nikko	Hold Maintains ¥1,550 → ¥1,450	Hold	Maintains	¥1,550 → ¥1,450	+1.40%	Jun 15, 2026

More Analyst Ratings

Financial Forecast

Revenue This Year

9.73T

Increased by 20.05%

from 8.11T

Revenue Next Year

9.01T

Decreased by -7.41%

from 9.73T

EPS This Year

175.82

Increased by 25.25%

from 140.38

EPS Next Year

163.81

Decreased by -6.83%

from 175.82

Fiscal Year	FY 2022	FY 2023	FY 2024	FY 2025	FY 2026	FY 2027
Period Ending	Mar 31, 2022	Mar 31, 2023	Mar 31, 2024	Mar 31, 2025	Mar 31, 2026	Mar 31, 2027
Revenue	6.69T	9.46T	8.72T	9.19T	8.11T	9.73T
Revenue Growth	46.75%	41.42%	-7.80%	5.40%	-11.80%	20.05%
Gross Profit	884.18B	794.02B	847.12B	689.41B	754.49B	1.11T
Gross Margin	13.22%	8.40%	9.72%	7.50%	9.31%	11.40%
Operating Income	434.45B	282.44B	346.32B	162.19B	212.21B	254.92B
Net Income	279.50B	253.65B	228.52B	104.06B	171.91B	199.30B
EPS	188.03	170.67	161.32	77.83	140.38	175.82
EPS Growth	700.34%	-9.23%	-5.48%	-51.75%	80.36%	25.25%
Forward PE	7.80	8.83	8.44	8.73	11.87	8.13
Dividend / Share	24.00	24.00	32.00	36.00	36.00	41.25
Dividend Growth	-	-	33.33%	12.50%	-	14.58%
Free Cash Flow	-	-	-	-	100.80B	-25.70B
No. Analysts	-	-	-	-	-	8

Financial currency is JPY.

Revenue Forecast

Chart

Revenue	2027	2028	2029
High	11.0T
Avg	9.7T
Low	8.4T

Revenue Growth

Chart

Revenue Growth	2027	2028	2029
High	35.6%
Avg	20.0%
Low	3.6%

EPS Forecast

Chart

EPS	2027	2028	2029
High	226.53
Avg	175.82
Low	141.90

EPS Growth

EPS Growth	2027	2028	2029
High	61.4%
Avg	25.2%
Low	1.1%

Data Sources: S&P Global Market Intelligence and TipRanks Last updated: Oct 13, 2026

Price targets, consensus ratings and financial forecasts are provided by S&P Global Market Intelligence. Individual analyst data is provided by TipRanks. Price targets and consensus ratings update every hour to every three days, while individual analyst data updates in near real-time.

Data Sources Report a data error