Iwai Cosmo kept Buy for Kawasaki Heavy stock at JPY 3,500
Published on 10/13/2026 at 03:51 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWSKey points in brief
- Iwai Cosmo maintained a Buy rating and a JPY 3,500 price target on October 9, 2026.
- Kawasaki Heavy targets JPY 3.30 trillion revenue and JPY 330.0 billion business profit for fiscal 2030.
- First-quarter fiscal 2027 revenue reached JPY 543.5 billion, up 11.3 percent year over year.
- The last Lang & Schwarz quote was EUR 12.80 on October 12, 2026.
Iwai Cosmo maintained a Buy rating and a JPY 3,500 price target for Kawasaki Heavy Industries on October 9, 2026, according to Business Insider. The call arrived as the industrial group sharpened its long-term growth plan and raised the numerical bar for revenue and business profit.
Three milestones reshape the plan
On May 12, 2026, Kawasaki Heavy Industries reported fiscal 2025 revenue of JPY 2.3112 trillion and business profit of JPY 145.1 billion in an earnings-call transcript published by Yahoo Finance. The same transcript said fiscal 2026 business profit was forecast at JPY 170.0 billion at that stage.
On August 7, 2026, first-quarter fiscal 2027 revenue reached JPY 543.5 billion, up 11.3 percent from the prior-year quarter, while operating profit rose 74.3 percent to JPY 35.7 billion, according to Note. Quarterly profit attributable to owners of the parent reached JPY 15.6 billion, up 269.0 percent year over year.
On October 6, 2026, the company presented its latest Group Vision 2030 progress briefing. Japan IR reported targets of more than JPY 3.30 trillion revenue and more than JPY 330.0 billion segment profit by fiscal 2030, alongside a business profit margin above 10 percent.
What does the investment target change?
The fiscal 2030 targets imply a sharper profit conversion than the current plan. Fiscal 2026 revenue is forecast at JPY 2.56 trillion and business profit at JPY 180.0 billion, so the 2030 revenue goal is JPY 740.0 billion higher while the profit goal is JPY 150.0 billion higher.
The plan also includes approximately JPY 200.0 billion of capital-like fundraising and a JPY 550.0 billion growth-investment program for fiscal 2027 through fiscal 2030. The targeted areas include semiconductor robots, gas turbines, hydrogen supply chains and physical AI. For investors, execution matters because the strategy requires both higher sales and a margin increase from approximately 7 percent in fiscal 2026 to more than 10 percent in fiscal 2030.
Upcoming reporting dates
Barron's lists November 10, 2026, for second-quarter fiscal 2027 earnings and May 11, 2027, for fiscal 2027 earnings. Those dates give the market two checkpoints for testing whether the higher full-year profit outlook is translating into operating progress.
Last euro quote remains dated
The last euro quote was EUR 12.80 at Lang & Schwarz on October 12, 2026, at 10:57 p.m. CEST. The Tokyo Stock Exchange quote was JPY 2,248.50 on October 13, 2026, while the 52-week range was JPY 1,878.00 to JPY 3,766.00 and market capitalization was JPY 2.0 trillion.
The further course of trading is shown by the continuously updated real-time quote of Kawasaki Heavy stock.
Kawasaki Heavy market data
- Company: Kawasaki Heavy Industries, Ltd.
- ISIN: JP3224200000
- Ticker: 7012
- Primary exchange: Tokyo Stock Exchange
- Price Lang & Schwarz (as of October 12, 2026, 10:57 p.m. CEST): EUR 12.80
- Market capitalization: JPY 2.0 trillion (as of October 13, 2026)
- 52-week range: JPY 1,878.00-3,766.00 (as of October 13, 2026)
- Sector / Industry: Industrials / Conglomerates
Market context: Market report Nikkei 225.
