Idemitsu Kosan stock | 2026 forecast, price target & growth

Idemitsu Kosan

TSE:5019

¥ 1.553,50

+ ¥25,50 (1,67%)

1.553,50 ¥

+¥25,50 (1,67%)

End-of-day quote: 03/27/2026

Idemitsu Kosan Stock Value

The analyst rating for TSE:5019 is currently Outperform.

Outperform

Idemitsu Kosan Company Info

EPS Growth 5Y

48,00%

Market Cap

¥1.902,47 B

Long-Term Debt

¥519,88 B

Annual earnings

05/13/2026 (E)

Dividend

¥36,66

Dividend Yield

2,36%

Founded

1911

Industry

Energy

Country

Japan

Website

Idemitsu Kosan

ISIN Number

JP3142500002

Website

http://www.idemitsu.com

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

¥1.540,00

-0.87%

Last Update: 03/28/2026

Analysts: 8

Highest Price Target ¥1.850,00

Average Price Target ¥1.540,00

Lowest Price Target ¥1.000,00

In the last five quarters, Idemitsu Kosan’s Price Target has risen from ¥3.118,31 to ¥3.788,75 - a 21,50% increase. Seven analysts predict that Idemitsu Kosan’s share price will fall in the coming year, reaching ¥1.540,00. This would represent a decrease of -0,87%.

Top growth stocks in the energy sector (5Y.)

What does Idemitsu Kosan do?

Idemitsu Kosan Co.,Ltd. engages in the petroleum, basic chemicals, functional materials, power and renewable energy, and resources businesses. The company collaborates with other prominent companies to explore and develop new carbon-neutral fuels, such as synthetic fuels and biofuels, to facilitate decarbonization efforts across industries. Business Segments The company operates in several key business segments that reflect its commitment to diverse energy solutions and environmental responsib...

Business Segments

The company operates in several key business segments that reflect its commitment to diverse energy solutions and environmental responsibilities.

Fuels and Energy: The company is prominently engaging in producing and supplying petroleum products, including gasoline, kerosene, and diesel. The company plays a crucial role in meeting energy demands while focuses on minimizing environmental impacts through various initiatives aims at decreasing carbon footprints.

Chemicals: The company has developed a robust chemical division producing various petrochemical products. These materials are crucial for numerous applications, including plastic production and other industrial uses.

Renewable Energy: The company is increasingly investing in renewable energy sources, including solar and wind power.

Carbon-Neutral Initiatives: Collaborating on projects such as the development of carbon-neutral fuels, the company is committed to innovation in the energy sector. The company aims to significantly reduce greenhouse gas emissions by exploring new technologies and partnerships that foster a circular economy.

Business Strategy

The company’s strategic focus is directed toward realizing a carbon-neutral society guided by its vision, Shaping Change. The company aims to achieve this through proactive engagement in innovation and collaboration. This involves a multi-faceted approach to energy management that includes exploring carbon-neutral fuels, enhancing operational efficiencies, and fostering partnerships with various stakeholders.

A core element of this strategy is the initiative for carbon-neutral fuels, where the company collaborates with major industry players like ENEOS, Toyota, and Mitsubishi Heavy Industries. The aim is to develop a comprehensive roadmap for integrating these fuels into the automotive market. The company sees the promise of using both synthetic fuels and biofuels as effective strategies toward decarbonizing transport and energy sectors.

Moreover, the company is committed to diversifying its energy portfolio while maintaining a strong focus on sustainability and eco-friendliness. Investments in renewable energy sources demonstrate a clear transition from traditional fossil fuels to greener alternatives. The commitment to research and technological advancements is intended to secure the company’s competitive position in the rapidly evolving energy landscape.

The emphasis on collaboration with other industries underlines the company’s recognition of the collective approach required to tackle climate issues effectively.

Products and Services

The company provides a comprehensive array of products and services tailored to meet the demands of various industries.

Fuels: The primary offerings include a variety of petroleum-based fuels such as gasoline, kerosene, and diesel. The company commits to producing high-quality fuels while implementing measures to minimize environmental impact.

Lubricants: The company produces a range of lubricants suitable for automotive and industrial applications. The company’s lubricants are designed to enhance performance and reduce wear and tear, thereby extending equipment life.

Chemicals: A wide range of petrochemical products is manufactured, including raw materials used in plastics and chemicals for other industrial uses. These products are essential building blocks for a variety of industries.

Renewable Energy Solutions: The company is actively involved in generating renewable energy, focuses on solar and wind projects. By investing in alternative energy solutions, the company aims to diversify energy sources and support environmental sustainability.

Carbon-Neutral Fuels: The ongoing research into carbon-neutral fuels includes efforts towards synthetic fuels and biofuels. These products are crucial for supporting automotive industries' transition toward lower carbon emissions.

Geographical Markets Served

The company serves a diverse geographical market, with primary operations concentrated in Japan. The company has established an extensive network to ensure the reliable supply of fuels and other products across various regions. In addition, the company is expanding its footprint internationally as part of its growth strategy, focuses on collaborations and partnerships outside Japan.

Seasonality

The company’s operations can reflect certain seasonal patterns, particularly in the fuel segment, which may experience fluctuations based on seasonal demand for gasoline and other petroleum products. Increased travel during holiday seasons and temperature variations impacting heating fuel requirements can contribute to these seasonal trends.

Customers

The company serves a broad spectrum of customers across various sectors. The customer base includes individual consumers, industrial entities, and large-scale enterprises utilizing fuels and chemical products. The company’s diverse offerings cater to numerous categories, including automotive, manufacturing, and energy sectors.

Sales and Marketing

The company employs a multifaceted approach to sales and marketing, emphasizing both traditional and modern methods to reach customers effectively. The company utilizes a combination of direct sales through distribution channels and collaborations with strategic partners to ensure a broad market reach. The marketing strategies involve promoting products and educating customers about the benefits of transitioning to eco-friendly and carbon-neutral alternatives.

History

Idemitsu Kosan Co.,Ltd. was founded in 1911. The company was incorporated in 1940.

Idemitsu Kosan Questions and Answers

Which sectors generate sales and which are the top 3 markets?

**Revenue distribution by sectors:** - Refinery and Petrochemicals: approx. 60% - Energy (including renewable energy): approx. 25% - Resources (including coal and metals): approx. 10% - Other (including services): approx. 5% **TOP 3 markets and their percentage shares:** - Japan: approx. 50% - Asia...

At which locations are the company’s products manufactured?

**Production sites of Idemitsu Kosan Co., Ltd.:** Idemitsu Kosan Co., Ltd. is a Japanese company active in oil refining, petrochemicals, and the energy sector. The company's main production sites are located in Japan. The key refineries include: - **Chiba Refinery** - **Tokuyama Refinery** -...

What strategy does Idemitsu Kosan pursue for future growth?

**Strategic Growth Areas:** - **Renewable Energies:** Focus on solar and wind energy projects - **International Expansion:** Expansion of presence in Asian markets - **Technological Innovation:** Investments in research and development for sustainable technologies Idemitsu Kosan Co., Ltd. pursues a...

Which raw materials are imported and from which countries?

**Main raw materials:** Crude oil, Liquefied Natural Gas (LNG) **Main importing countries:** Saudi Arabia, United Arab Emirates, Qatar, Australia Idemitsu Kosan Co., Ltd. mainly imports crude oil and Liquefied Natural Gas (LNG) for its refinery and energy businesses. Saudi Arabia and the United Ar...

How strong is the company’s competitive advantage?

**Market share in Japan:** approximately 30% (2024) **R&D expenses:** 2.5% of revenue (2024) **Diversification:** High diversification in petrochemicals and renewable energies Idemitsu Kosan Co., Ltd. has a significant competitive advantage due to its strong market position in Japan, wher...

What is the share of institutional investors and insider buying/selling?

**Institutional Investor Share:** approximately 40% (estimated, based on historical data and industry comparison) **Insider Purchases/Sales:** No significant transactions known in the last year The institutional investor share at Idemitsu Kosan Co., Ltd. traditionally stands at around 40%, which i...

What percentage market share does Idemitsu Kosan have?

**Market share of Idemitsu Kosan Co., Ltd.:** 12% (2025, estimated) **Top competitors and their market shares:** 1. **ENEOS Holdings, Inc.:** 25% 2. **Showa Shell Sekiyu K.K.:** 15% 3. **Cosmo Energy Holdings Co., Ltd.:** 10% 4. **ExxonMobil Japan:** 8% 5. **BP Japan:** 5% Idemitsu Kosan Co., Ltd....

Is Idemitsu Kosan stock currently a good investment?

**Revenue Growth:** 3.5% (2024) **Profit Growth:** 2.8% (2024) **Debt Ratio:** 45% (2024) **R&D Expenses:** 2.1% of revenue (2024) Idemitsu Kosan Co., Ltd. achieved a moderate revenue growth of 3.5% in 2024, attributed to stable demand in the energy sector and diversification of business activi...

Does Idemitsu Kosan pay a dividend – and how reliable is the payout?

**Dividend Yield:** 3.8% (2025, estimated) **Dividend History:** Continuous payout over the last 5 years Idemitsu Kosan Co., Ltd. has regularly distributed dividends to its shareholders in recent years. The dividend yield is currently around 3.8%, which can be considered attractive compared to...

New support ticket

Explore

Idemitsu Kosan Stock Value

Idemitsu Kosan Company Info

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

Top growth stocks in the energy sector (5Y.)

What does Idemitsu Kosan do?

Idemitsu Kosan Questions and Answers

Offer & Services

Service & Collaboration

Company & Legal

New support ticket

Explore

Idemitsu Kosan Stock Value

Idemitsu Kosan Company Info

Analyst Price Target The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

Top growth stocks in the energy sector (5Y.)

What does Idemitsu Kosan do?

Idemitsu Kosan Questions and Answers

Offer & Services

Service & Collaboration

Company & Legal

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.