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Isuzu Motors LimitedTSE:7202 Stock Report

Market Cap JP¥1.6t
Share Price
JP¥2.35k
JP¥2.59k
9.5% undervalued intrinsic discount
1Y19.9%
7D5.8%
1D
Portfolio Value
View

Isuzu Motors Limited

TSE:7202 Stock Report

Market Cap: JP¥1.6t

Isuzu Motors (7202) Stock Overview

Manufactures and sells commercial vehicles, light commercial vehicles, and diesel engines and components worldwide. More details

7202 fundamental analysis
Snowflake Score
Valuation5/6
Future Growth2/6
Past Performance2/6
Financial Health5/6
Dividends5/6

7202 Community Fair Values

Create Narrative

See what 12 others think this stock is worth. Follow their fair value or set your own to get alerts.

Isuzu Motors Limited Competitors

Price History & Performance

Summary of share price highs, lows and changes for Isuzu Motors
Historical stock prices
Current Share PriceJP¥2,348.50
52 Week HighJP¥2,929.00
52 Week LowJP¥1,784.50
Beta0.47
1 Month Change10.75%
3 Month Change-18.13%
1 Year Change19.85%
3 Year Change41.73%
5 Year Change54.81%
Change since IPO213.13%

Recent News & Updates

Narrative Update May 20

7202: Autonomous Buses And New Leadership Will Support Future Upside

Analysts have trimmed their price target for Isuzu Motors from ¥2,698 to ¥2,595, citing slightly softer assumptions for revenue growth, profit margins and fair value, partly offset by a modestly higher future P/E and lower discount rate in their updated models. What's in the News TIER IV and Isuzu Motors plan to deploy Level 4 autonomous buses in Isuzu ERGA electric and diesel models, using NVIDIA DRIVE Hyperion and DRIVE AGX Thor to support high-capacity public transit and address Japan's driver shortage (Client Announcements).
Analysis Article May 16

The Isuzu Motors Limited (TSE:7202) Annual Results Are Out And Analysts Have Published New Forecasts

It's been a good week for Isuzu Motors Limited ( TSE:7202 ) shareholders, because the company has just released its...
Narrative Update Apr 30

7202: Autonomous Buses Will Drive Future Earnings Under New Leadership

Analysts have trimmed their price target for Isuzu Motors from about ¥2,753 to roughly ¥2,698, citing slightly higher discount rate assumptions and marginally lower fair value, profit margin and future P/E inputs in their updated models. What's in the News TIER IV and Isuzu Motors announced plans to deploy Level 4 autonomous buses using the NVIDIA DRIVE Hyperion platform in Isuzu ERGA electric and diesel models, combining Isuzu's bus platforms with TIER IV's Autoware-based software and NVIDIA AI compute for high-capacity public transit (Client Announcements).

Recent updates

Narrative Update May 20

7202: Autonomous Buses And New Leadership Will Support Future Upside

Analysts have trimmed their price target for Isuzu Motors from ¥2,698 to ¥2,595, citing slightly softer assumptions for revenue growth, profit margins and fair value, partly offset by a modestly higher future P/E and lower discount rate in their updated models. What's in the News TIER IV and Isuzu Motors plan to deploy Level 4 autonomous buses in Isuzu ERGA electric and diesel models, using NVIDIA DRIVE Hyperion and DRIVE AGX Thor to support high-capacity public transit and address Japan's driver shortage (Client Announcements).
Analysis Article May 16

The Isuzu Motors Limited (TSE:7202) Annual Results Are Out And Analysts Have Published New Forecasts

It's been a good week for Isuzu Motors Limited ( TSE:7202 ) shareholders, because the company has just released its...
Narrative Update Apr 30

7202: Autonomous Buses Will Drive Future Earnings Under New Leadership

Analysts have trimmed their price target for Isuzu Motors from about ¥2,753 to roughly ¥2,698, citing slightly higher discount rate assumptions and marginally lower fair value, profit margin and future P/E inputs in their updated models. What's in the News TIER IV and Isuzu Motors announced plans to deploy Level 4 autonomous buses using the NVIDIA DRIVE Hyperion platform in Isuzu ERGA electric and diesel models, combining Isuzu's bus platforms with TIER IV's Autoware-based software and NVIDIA AI compute for high-capacity public transit (Client Announcements).
Narrative Update Apr 15

7202: Level 4 Buses And New Leadership Will Drive Future Earnings

Analysts have trimmed their price target for Isuzu Motors slightly from ¥2,760 to ¥2,752.50, reflecting small adjustments to fair value inputs, including the discount rate, revenue growth, profit margin, and assumed future P/E, while keeping their overall view broadly unchanged. What's in the News TIER IV and Isuzu Motors announced plans to deploy Level 4 autonomous buses using the NVIDIA DRIVE Hyperion platform and NVIDIA DRIVE AGX Thor system-on-chip in Isuzu ERGA electric and diesel models, aimed at high capacity public transit and addressing Japan's national driver shortage (Client Announcements).
Narrative Update Mar 31

7202: Future Earnings Will Benefit From Level 4 Buses And New Leadership

Analysts have maintained their ¥2,760 price target for Isuzu Motors, citing only very small adjustments in the discount rate, revenue growth, profit margin, and future P/E assumptions that do not materially affect their valuation view. What's in the News TIER IV and Isuzu announced deployment plans for Level 4 autonomous buses using NVIDIA DRIVE Hyperion and DRIVE AGX Thor in Isuzu ERGA electric and diesel models, aiming to support high capacity public transit and address Japan's driver shortage (client announcement).
Narrative Update Mar 17

7202: Future Earnings Will Benefit From Capital Reduction And Completed Share Repurchases

Analysts have adjusted their price target on Isuzu Motors to ¥2,760 from ¥2,619, reflecting updated views on fair value, discount rate, revenue growth, profit margin and future P/E assumptions. What's in the News The Board of Directors approved a change in top leadership, with Naohiro Yamaguchi set to become President and Representative Director, CEO on April 1, 2026, and current CEO Masanori Katayama shifting to Chairman and Director of the Board, aligned with the mid term plan ISUZU Transformation Growth to 2030 (IX) (Board resolution, Feb 27, 2026).
Narrative Update Mar 03

7202: Capital Reduction And Share Buybacks Will Likely Restrain Future Upside

Analysts have raised their price target on Isuzu Motors from ¥1,900 to ¥2,250, pointing to updated assumptions for revenue growth, profit margins, and a slightly lower future P/E multiple as key drivers of the new fair value estimate. What's in the News A board meeting is scheduled for February 27, 2026 to consider changes to Representative Directors, which could affect the senior leadership structure at Isuzu Motors (company filing).
Narrative Update Feb 17

7202: Future Earnings Will Reflect Capital Reduction Plans And Ongoing Share Repurchases

Analysts have raised their price target for Isuzu Motors to ¥2,619 from ¥2,342, based on updated assumptions that include the current fair value estimate, discount rate, revenue growth, profit margin, and future P/E. What's in the News Isuzu Motors issued consolidated earnings guidance for the fiscal year ending March 31, 2026, targeting revenue of ¥3,300,000 million, operating profit of ¥210,000 million, profit attributable to owners of parent of ¥130,000 million, and basic EPS of ¥186.16.
Analysis Article Feb 15

Isuzu Motors Limited Just Recorded A 19% EPS Beat: Here's What Analysts Are Forecasting Next

It's been a good week for Isuzu Motors Limited ( TSE:7202 ) shareholders, because the company has just released its...
Analysis Article Feb 12

Isuzu Motors (TSE:7202) Is Paying Out A Dividend Of ¥46.00

Isuzu Motors Limited ( TSE:7202 ) will pay a dividend of ¥46.00 on the 29th of June. Based on this payment, the...
Narrative Update Feb 03

7202: Share Buybacks And Capital Reduction Will Support Attractive Future Returns

Analysts have inched up their fair value estimate for Isuzu Motors to ¥3,247.29 from ¥3,236.38, citing small refinements to the discount rate, revenue growth and profit margin assumptions, as well as a slightly higher future P/E multiple. What's in the News Completed share repurchase of 24,774,800 shares, representing 3.51% of shares, for ¥49,999.96 million under the buyback announced on May 29, 2025, including 10,461,300 shares, or 1.5%, bought between October 1, 2025 and December 23, 2025 (Key Developments) Board meeting on December 25, 2025 set an agenda to reduce stated capital to ¥100 million on March 31, 2026, subject to approval and completion (Key Developments) For the fiscal year ending March 31, 2026, the company issued guidance for revenue of ¥3,300,000 million, operating profit of ¥210,000 million, profit attributable to owners of parent of ¥130,000 million and basic EPS of ¥185.55 (Key Developments) Valuation Changes Fair Value was revised slightly to ¥3,247.29 from ¥3,236.38, reflecting modest tweaks to underlying assumptions.
Analysis Article Jan 22

Are Investors Undervaluing Isuzu Motors Limited (TSE:7202) By 24%?

Key Insights The projected fair value for Isuzu Motors is JP¥3,358 based on 2 Stage Free Cash Flow to Equity Isuzu...
Narrative Update Jan 20

7202: Share Buybacks And Capital Reduction Will Support Higher Future Returns

Analysts have raised their price target on Isuzu Motors from ¥2,650 to about ¥3,236. They point to updated assumptions around fair value, a slightly lower discount rate, moderated revenue growth, a higher profit margin, and a modestly adjusted future P/E multiple.
Analysis Article Jan 07

Isuzu Motors (TSE:7202) Is Paying Out A Dividend Of ¥46.00

Isuzu Motors Limited ( TSE:7202 ) will pay a dividend of ¥46.00 on the 29th of June. The dividend yield will be 3.7...
Narrative Update Jan 06

7202: Capital Reduction And Share Buybacks Will Likely Limit Upside

Analysts have raised their price target for Isuzu Motors from ¥1,700 to ¥1,900, citing updated assumptions for revenue growth, profit margins, discount rate and forward P/E that, in their view, better reflect the stock’s current risk and return profile. What's in the News Board meeting scheduled for December 25, 2025, with an agenda to reduce Isuzu Motors' stated capital to ¥100 million on March 31, 2026 (company disclosure).
Narrative Update Dec 21

7202: Future Earnings Will Reflect Margin Stability And Recent Share Repurchase

Analysts have nudged their price target for Isuzu Motors modestly higher, to approximately ¥2,340 from about ¥2,290. They cite slightly improved profit margin expectations and a marginally lower discount rate, despite largely unchanged revenue growth assumptions.
Narrative Update Dec 07

7202: Earnings Outlook Will Reflect Margin Gains And Completed Share Repurchase

Analysts have modestly raised their price target on Isuzu Motors to ¥2,292 from ¥2,192. This reflects expectations for slightly faster revenue growth, improved profit margins, and a lower future P E multiple that together support a higher fair value assessment.
Analysis Article Nov 29

Isuzu Motors (TSE:7202) Will Pay A Dividend Of ¥46.00

Isuzu Motors Limited ( TSE:7202 ) has announced that it will pay a dividend of ¥46.00 per share on the 29th of June...
Analysis Article Nov 28

Market Might Still Lack Some Conviction On Isuzu Motors Limited (TSE:7202) Even After 25% Share Price Boost

The Isuzu Motors Limited ( TSE:7202 ) share price has done very well over the last month, posting an excellent gain of...
Narrative Update Nov 23

7202: Discount Rate Improvement And Share Buyback Will Shape Earnings Outlook

Analysts have raised their price target for Isuzu Motors from ¥2,164.29 to ¥2,192.31, citing an improved discount rate. This change offsets slightly lower expectations for revenue growth and profit margins.
Analysis Article Oct 28

We Think Isuzu Motors (TSE:7202) Is Taking Some Risk With Its Debt

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Analysis Article Sep 20

Isuzu Motors (TSE:7202) Is Paying Out A Dividend Of ¥46.00

The board of Isuzu Motors Limited ( TSE:7202 ) has announced that it will pay a dividend of ¥46.00 per share on the 1st...
Analysis Article Sep 05

Isuzu Motors (TSE:7202) Has Announced A Dividend Of ¥46.00

The board of Isuzu Motors Limited ( TSE:7202 ) has announced that it will pay a dividend of ¥46.00 per share on the 1st...
Narrative Update Sep 05

CV Sales Expansion And IFRS Adoption Will Broaden Market Reach

Isuzu Motors’ valuation outlook remains stable, with negligible changes in both its future P/E and revenue growth forecasts, resulting in an unchanged consensus price target of ¥2164. What's in the News Issued consolidated earnings guidance for FY ending March 31, 2026: revenue JPY 3,300,000 million, operating profit JPY 210,000 million, net profit JPY 130,000 million, basic EPS JPY 184.25.
Analysis Article Aug 22

Isuzu Motors' (TSE:7202) Dividend Will Be ¥46.00

Isuzu Motors Limited ( TSE:7202 ) has announced that it will pay a dividend of ¥46.00 per share on the 1st of December...
Analysis Article Aug 08

Isuzu Motors (TSE:7202) Has Announced A Dividend Of ¥46.00

The board of Isuzu Motors Limited ( TSE:7202 ) has announced that it will pay a dividend on the 1st of December, with...
Analysis Article Jul 24

Isuzu Motors' (TSE:7202) Dividend Will Be ¥46.00

Isuzu Motors Limited ( TSE:7202 ) will pay a dividend of ¥46.00 on the 1st of December. Based on this payment, the...
Analysis Article Jul 10

Isuzu Motors (TSE:7202) Is Paying Out A Dividend Of ¥46.00

The board of Isuzu Motors Limited ( TSE:7202 ) has announced that it will pay a dividend on the 1st of December, with...
Analysis Article Jun 01

A Look At The Intrinsic Value Of Isuzu Motors Limited (TSE:7202)

Key Insights Using the 2 Stage Free Cash Flow to Equity, Isuzu Motors fair value estimate is JP¥2,032 With JP¥1,960...
User avatar
New Narrative May 18

CV Sales Expansion And IFRS Adoption Will Broaden Market Reach

Isuzu's expansion in CV sales and shift to IFRS may boost domestic sales and investor confidence, enhancing revenue and earnings.

Shareholder Returns

7202JP AutoJP Market
7D5.8%2.9%1.9%
1Y19.9%8.0%41.5%

Return vs Industry: 7202 exceeded the JP Auto industry which returned 8% over the past year.

Return vs Market: 7202 underperformed the JP Market which returned 41.5% over the past year.

Price Volatility

Is 7202's price volatile compared to industry and market?
7202 volatility
7202 Average Weekly Movement6.0%
Auto Industry Average Movement5.8%
Market Average Movement4.9%
10% most volatile stocks in JP Market9.6%
10% least volatile stocks in JP Market2.5%

Stable Share Price: 7202 has not had significant price volatility in the past 3 months compared to the JP market.

Volatility Over Time: 7202's weekly volatility (6%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
191642,117Naohiro Yamaguchiwww.isuzu.co.jp

Isuzu Motors Limited manufactures and sells commercial vehicles, light commercial vehicles, and diesel engines and components worldwide. The company offers heavy and medium-duty trucks and buses, and light-duty trucks; pickup vehicles, pickup trucks, and SUVs; and marine and industrial engines. The company also supplies diesel engines to manufacturers in various fields, including construction machinery, agricultural equipment, power generators, and commercial vessels.

Isuzu Motors Limited Fundamentals Summary

How do Isuzu Motors's earnings and revenue compare to its market cap?
7202 fundamental statistics
Market capJP¥1.61t
Earnings (TTM)JP¥134.88b
Revenue (TTM)JP¥3.48t
12.0x
P/E Ratio
0.5x
P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
7202 income statement (TTM)
RevenueJP¥3.48t
Cost of RevenueJP¥2.81t
Gross ProfitJP¥664.90b
Other ExpensesJP¥530.03b
EarningsJP¥134.88b

Last Reported Earnings

Mar 31, 2026

Next Earnings Date

n/a

Earnings per share (EPS)196.26
Gross Margin19.11%
Net Profit Margin3.88%
Debt/Equity Ratio44.7%

How did 7202 perform over the long term?

See historical performance and comparison

Dividends

4.0%
Current Dividend Yield
48%
Payout Ratio

Does 7202 pay a reliable dividends?

See 7202 dividend history and benchmarks
When do you need to buy 7202 by to receive an upcoming dividend?
Isuzu Motors dividend dates
Ex Dividend DateMar 30 2026
Dividend Pay DateJun 26 2026
Days until Ex dividend63 days
Days until Dividend pay date25 days

Does 7202 pay a reliable dividends?

See 7202 dividend history and benchmarks

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/31 22:30
End of Day Share Price 2026/05/29 00:00
Earnings2026/03/31
Annual Earnings2026/03/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Isuzu Motors Limited is covered by 24 analysts. 13 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Kei NihonyanagiBarclays
Kentaro HosodaBofA Global Research
Shiro SakamakiBofA Global Research