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    Will Updated FY2026 Guidance Change Inpex Stock's Narrative

    Simply Wall St·11/13/2026 15:22:35
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    • Inpex reported nine month 2026 sales of ¥1,429,238 million compared with ¥1,520,647 million a year earlier, while net income reached ¥407,612 million versus ¥293,410 million.
    • The company paired these results with full year 2026 guidance that includes expected revenue of ¥1,875,000 million and profit attributable to owners of parent of ¥550,000 million, giving investors clearer visibility on how current operations feed into year end outcomes.
    • Next, the focus will be on how Inpex's higher nine month net income and fresh full year guidance influence the longer term investment narrative.

    Scan how Inpex's earnings guidance compares with peers by reviewing the hand picked 20 resilient stocks with low risk scores that combine resilient balance sheets with more controlled risk profiles.

    Inpex Investment Narrative Recap

    To own Inpex, you need to believe its LNG focused project pipeline and CCS build out can translate into durable cash generation despite modest revenue growth assumptions in the analyst consensus Narrative on Simply Wall St. The latest nine month net income of ¥407,612 million against softer sales suggests the business is still extracting solid value from existing assets.

    The fresh full year 2026 guidance matters most for your short term view. It keeps attention on execution risk around large LNG and CCS projects, while near term earnings are expected to be relatively contained, with analysts forecasting earnings to decline by 2.1% per year over three years. If that guidance remains intact, the immediate thesis does not shift dramatically.

    The most relevant announcement for this discussion is Inpex's consolidated guidance for 2026, with expected revenue of ¥1,875,000 million and profit attributable to owners of parent of ¥550,000 million. This sits alongside a basic EPS guide of ¥476.35, which gives you a clearer yardstick to compare against the analyst expectations referenced earlier.

    Those numbers let you test whether the current operating trajectory lines up with catalysts around Ichthys, Abadi and CCS described in the analyst consensus Narrative on Simply Wall St. If delivery on 2026 guidance is smooth, attention likely returns to longer dated goals such as the early 2030s cash flow ambition of about ¥1.5b and the country or regulatory risks that could challenge that path.

    Inpex's analyst narrative points to ¥2,139.7b in revenue and ¥436.0b in earnings by 2029, implying 2.9% yearly top line growth and an earnings uplift of about ¥2.5b from ¥433.5b today.

    Uncover why Inpex's fair value indicates a 16% potential upside to its current price that could narrow quickly.

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    TSE:1605 1-Year Stock Price Chart

    Exploring Other Perspectives

    One alternate view leans hard into Inpex as a growth story tied to Asian LNG demand. Bullish analysts were projecting revenue of ¥2,586.8b and earnings of ¥509.7b by 2029 before this guidance, far above consensus. That more optimistic camp may now revisit its assumptions, and you can compare how each side might adjust.

    Explore 2 other Inpex fair value estimates, including one that suggests up to 37% potential upside from the current price.

    The Verdict Is Yours

    Don't just follow the ticker, dig into the data and build a conviction that's truly your own.

    Looking for more investment ideas beyond Inpex?

    If this update on Inpex has sharpened your thinking, the next step is to widen the search and line up a few alternatives that fit your risk and income goals.