Isuzu Motors (7202) AI Stock Analysis

• Market Cap: $1.25T
• Dividend Yield: 5.12%
• Average Volume (3M): 3.34M
• Price to Earnings (P/E): 9.5
• Beta (1Y): 1.01
• Revenue Growth: -5.27%
• EPS Growth: -20.14%
• Country: JP
• Employees: 45,034
• Sector: Consumer Cyclical
• Sector Strength: 56
• Industry: Auto - Manufacturers
• EPS (TTM): 34.68
• Shares Outstanding: 713,526,550
• 10 Day Avg. Volume: 3,944,640
• 30 Day Avg. Volume: 3,340,273
• PEG Ratio: 0.40
• Price to Book (P/B): 0.94
• Price to Sales (P/S): 0.00
• P/FCF Ratio: 10.22
• Enterprise Value/Market Cap: N/A
• Enterprise Value/Revenue: N/A
• Enterprise Value/Gross Profit: N/A
• Enterprise Value/Ebitda: N/A
• 1Y Price Target: $2,029.51
• Price Target Upside: 11.51% Upside
• Rating Consensus: Hold
• Number of Analyst Covering: 5

• Rating: 70 Outperform
• Price Target: ¥2,105.00 ▲(15.66%Upside)

Isuzu Motors shows a solid financial position with strong valuation attributes, highlighted by an attractive dividend yield and reasonable P/E ratio. However, the decline in net income and increasing leverage, combined with mixed technical signals, suggest a cautious outlook.

Isuzu Motors Business Overview & Revenue Model

Company Description

Isuzu Motors Limited manufactures and sells commercial vehicles, light commercial vehicles, and diesel engines and components worldwide. Its products include heavy and medium duty trucks and buses, and light-duty trucks; passenger pickup vehicles, pickup trucks, tractors, and sport utility vehicles; and marine and industrial engines. The company also offers diesel engines to manufacturers in various fields, including construction machinery, agricultural equipment, power generators, and commercial vessels. In addition, it provides after-sales services; repair services of commercial vehicles and buses; and commercial vehicle leasing, and commercial vehicle maintenance contract services. Further, the company manufactures automobile parts and engines. Additionally, it engages in the import, wholesale, supply, and export of vehicles, and components and parts; and warehousing and transportation activities, as well as import, assembly, and wholesale of pickup trucks and derivatives. The company was formerly known as Diesel Automobile Industry Co., Ltd. and changed its name to Isuzu Motors Limited in July 1949. Isuzu Motors Limited was founded in 1916 and is headquartered in Tokyo, Japan.

How the Company Makes Money

Isuzu Motors generates revenue primarily through the manufacturing and sale of commercial vehicles, including light, medium, and heavy-duty trucks, as well as buses. A significant portion of its earnings comes from the sale of diesel engines, which are utilized across various industries and applications. Isuzu also engages in after-sales services, providing maintenance and spare parts, which contributes to its revenue streams. The company has established strategic partnerships and joint ventures to expand its market reach and enhance its product offerings, further boosting its financial performance. Additionally, Isuzu benefits from its global distribution network, allowing it to tap into emerging markets and increase sales volume.

Isuzu Motors Financial Statement Overview

Summary

Isuzu Motors has shown consistent revenue growth and stable gross profit margins, indicating effective cost management. However, the decline in net income and increasing leverage raise concerns about profitability and debt management.

Income Statement

Isuzu Motors has shown consistent revenue growth over the years, with a notable increase in total revenue from 2022 to 2024, although there was a slight decline in 2025. The gross profit margin has been stable, indicating effective cost management. However, the decline in net income in 2025 suggests challenges in maintaining profitability, affecting the net profit margin.

Balance Sheet

The company's debt-to-equity ratio has been increasing, which raises concerns about leverage. Despite this, the equity base has strengthened over the years, leading to a reasonable equity ratio. Return on equity has been positive, reflecting profitability, but the rising debt level could pose a risk if not managed properly.

Cash Flow

Operating cash flow has been strong, supporting the company's operations. However, free cash flow has experienced fluctuations, with a significant decline in 2025 compared to previous years. The operating cash flow to net income ratio indicates good cash generation relative to profits, but the free cash flow to net income ratio suggests room for improvement in converting earnings into cash.

Breakdown	Mar 2025	Mar 2024	Mar 2023	Mar 2022	Mar 2021
Income Statement
Total Revenue	3.21T	3.39T	3.20T	2.51T	1.91T
Gross Profit	617.09B	680.23B	595.19B	458.19B	303.04B
EBITDA	359.47B	429.49B	365.02B	289.87B	180.29B
Net Income	134.36B	176.44B	151.74B	126.19B	42.71B
Balance Sheet
Total Assets	3.29T	3.26T	3.05T	2.86T	2.24T
Cash, Cash Equivalents and Short-Term Investments	386.84B	400.79B	383.59B	356.02B	404.75B
Total Debt	675.94B	556.82B	513.14B	530.48B	316.56B
Total Liabilities	1.68T	1.60T	1.54T	1.46T	1.04T
Stockholders Equity	1.44T	1.46T	1.31T	1.19T	1.02T
Cash Flow
Free Cash Flow	42.77B	137.19B	119.77B	71.73B	125.03B
Operating Cash Flow	217.66B	298.57B	227.09B	172.06B	222.92B
Investing Cash Flow	-177.89B	-155.08B	-80.53B	-420.87B	-93.41B
Financing Cash Flow	-64.59B	-144.98B	-140.37B	186.15B	-55.27B

Isuzu Motors Technical Analysis

• Technical Analysis Sentiment: Negative
• Last Price: 1820.00
• 50DMA: Negative
• 100DMA: Negative
• 200DMA: Negative
• MACD: Negative
• RSI: Neutral
• STOCH: Neutral

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:7202, the sentiment is Negative. The current price of 1820 is below the 20-day moving average (MA) of 1830.33, below the 50-day MA of 1877.96, and below the 200-day MA of 1943.55, indicating a bearish trend. The MACD of -22.39 indicates Negative momentum. The RSI at 45.40 is Neutral, neither overbought nor oversold. The STOCH value of 37.09 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for JP:7202.

Isuzu Motors Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
7202	70 Outperform	$1.25T	9.54	9.10%	5.12%	-5.27%	-20.14%
Sector *	62 Neutral	$16.72B	10.85	-7.48%	3.15%	1.66%	-24.52%
MMTOF		$4.14B	16.37	4.11%	3.25%	―	―
FUJHF		$13.02B	5.70	12.64%	5.22%	―	―
HINOF		$1.44B	―	-77.14%	―	―	―
MZDAF		$3.89B	5.26	6.30%	6.78%	―	―
NSANF		$8.41B	12.42	-12.13%	7.12%	―	―

Isuzu Motors Corporate Events

Isuzu Motors Reports Decline in FY2025 Financial Performance Amid Strategic Changes

Isuzu Motors reported a decline in its financial performance for the fiscal year ended March 31, 2025, with a 5% decrease in revenue and a notable drop in operating profit by 18.5% compared to the previous year. Despite these challenges, the company maintained its dividend payout and made significant changes to its consolidation scope by including IC Engineering Corp. and excluding seven other entities, which may impact its future financial positioning and operational focus.

The most recent analyst rating on (JP:7202) stock is a Buy with a Yen3000.00 price target. To see the full list of analyst forecasts on Isuzu Motors stock, see the JP:7202 Stock Forecast page.

Isuzu Motors Announces Secondary Share Offering Details

Isuzu Motors Limited has announced the selling price and details of its secondary offering of shares, which was resolved by its Board of Directors. The offering includes a purchase and underwriting by underwriters and an over-allotment, with a total selling price amounting to over 52 billion yen. This strategic financial move is expected to enhance the company’s market positioning and attract international investors, excluding the United States and Canada.

The most recent analyst rating on (JP:7202) stock is a Buy with a Yen2350.00 price target. To see the full list of analyst forecasts on Isuzu Motors stock, see the JP:7202 Stock Forecast page.

Isuzu Motors Announces Share Repurchase Plan to Enhance Shareholder Value

Isuzu Motors Limited has announced the details of its plan to repurchase up to 35 million of its own shares, representing approximately 4.9% of its outstanding shares, with a total purchase price of up to 50 billion yen. This strategic move, scheduled between June 18, 2025, and March 31, 2026, is aimed at enhancing shareholder value and optimizing capital structure, with purchases to be conducted on the Tokyo Stock Exchange.

The most recent analyst rating on (JP:7202) stock is a Buy with a Yen2350.00 price target. To see the full list of analyst forecasts on Isuzu Motors stock, see the JP:7202 Stock Forecast page.

Isuzu Motors Announces Strategic Share Repurchase and Cancellation

Isuzu Motors Limited has announced its decision to repurchase up to 35 million of its own shares, valued at a maximum of 50 billion yen, as part of a strategy to improve capital efficiency and manage share supply and demand. This move is aimed at returning profits to shareholders while maintaining financial soundness, with all repurchased shares set to be canceled, reflecting a commitment to optimizing capital levels.

The most recent analyst rating on (JP:7202) stock is a Hold with a Yen2100.00 price target. To see the full list of analyst forecasts on Isuzu Motors stock, see the JP:7202 Stock Forecast page.

Isuzu Motors Announces Strategic Secondary Offering of Shares

Isuzu Motors Limited announced a secondary offering of shares as part of its strategic plan to expand and diversify its shareholder base. This move aligns with its mid-term business plan to enhance revenue through existing businesses while venturing into new areas like autonomous driving and carbon-neutral solutions. The company also plans to repurchase and cancel shares to optimize capital efficiency and mitigate the impact of the secondary offering.

The most recent analyst rating on (JP:7202) stock is a Hold with a Yen2100.00 price target. To see the full list of analyst forecasts on Isuzu Motors stock, see the JP:7202 Stock Forecast page.

Isuzu Motors Reports Decline in FY2025 Financial Results and Transition to IFRS

Isuzu Motors Limited reported a significant decline in its consolidated financial results for FY2025, with net sales and operating income experiencing a substantial decrease compared to the previous year. The company is transitioning to International Financial Reporting Standards (IFRS) for its financial statements starting FY2026, which may impact its financial reporting and stakeholder expectations.

The most recent analyst rating on (JP:7202) stock is a Hold with a Yen2100.00 price target. To see the full list of analyst forecasts on Isuzu Motors stock, see the JP:7202 Stock Forecast page.