Worth reading
40Recurring
0–100. This measures how worthwhile something is to read, not how good or bad the company is.Direction
Improvement
Direction inferred from the company’s description.Scale
228
¥ million (increase in net sales compared with the same interim period of the previous year)Wording
Conditional
How definitive the wording is.Contents of this document
Earnings presentationSecond quarter of the fiscal year ending March 20276 items taken from the company’s own explanation
Financial Results Figures (The key points of this material are explained below)
Net Sales5,537 Millions of yen+4.3%
Operating profit420 Millions of yen+39.6%
Ordinary income430 Millions of yen+36.9%
Net income¥294 million +31.6%interim net income attributable to owners of the parent
Full-year earnings forecast
Net Sales
11,245 Millions of yen
Operating profit
730 Millions of yen
Ordinary income
749 Millions of yen
Profit attributable to owners of the parent
513 Millions of yen
What the company explained in this material
Self-assessment against the planThe company's self-assessment against its own plan.
Expected to exceed the initial forecastNew initiatives
- Establishment of Indian subsidiary TOKUDEN INDIA PVT. LTD.
- Execution of a dealership agreement with AHDORA INDUSTRIES for sales in India
- Launch of sales of the image-processing system "TOKUDEN Eye System"
Segment results
Construction business
Net Sales
4,184 Millions of yen
Year on year against the same period last year+3.6%
Welding materials business
Net Sales
686 Millions of yen
Year on year against the same period last year+0.9%
Environmental equipment business
Net Sales
355 Millions of yen
Year on year against the same period last year+52.9%
Other businesses
Net Sales
311 Millions of yen
Year on year against the same period last year-12.5%
Number of employees
257 people as of 31 March 2026
Annual Dividend
¥105 per share
BreakdownInterim dividend: ¥51; year-end dividend: ¥54
Payout ratio
32.4 %
| Item | Details |
|---|---|
| Document type | Earnings presentation |
| Fiscal Period Covered | Second quarter of the fiscal year ending March 2027 |
| Net Sales | 5,537 Millions of yen (YoY +4.3%) |
| Operating profit | 420 Millions of yen (YoY +39.6%) |
| Ordinary income | 430 Millions of yen (YoY +36.9%) |
| Net income | ¥294 million (interim net income attributable to owners of the parent) (YoY +31.6%) |
| Full-year earnings forecast | Net Sales 11,245 Millions of yen / Operating profit 730 Millions of yen / Ordinary income 749 Millions of yen / Profit attributable to owners of the parent 513 Millions of yen |
| Self-assessment against the plan | Expected to exceed the initial forecast |
| Segment results | Construction business Net Sales 4,184 Millions of yen / yoy_pct 3.6 / Welding materials business Net Sales 686 Millions of yen / yoy_pct 0.9 / Environmental equipment business Net Sales 355 Millions of yen / yoy_pct 52.9 / Other businesses Net Sales 311 Millions of yen / yoy_pct -12.5 |
| Number of employees | 257 people (as of 31 March 2026) |
| Annual Dividend | ¥105 per share |
| Payout ratio | 32.4 % |
| New initiatives | Establishment of Indian subsidiary TOKUDEN INDIA PVT. LTD., Execution of a dealership agreement with AHDORA INDUSTRIES for sales in India, Launch of sales of the image-processing system "TOKUDEN Eye System" |
Items this document does not state (18)
Gross Profit MarginOperating profit marginSelling, general and administrative expensesResults for the three months of the current quarterProgress against full-year forecastBreakdown of Factors Affecting the ChangeKey KPIsUnit price and quantity metricsNumber of stores and locationsAssumptions Underlying the Business OutlookRisk amount incorporated into the outlookMedium-term management plan targetsFinancial targetsAcquisition of treasury sharesCapital expendituresOrders received and order backlogMarket Size / ShareKey points of the Q&A
These are items the company does not state in this document. We do not leave them blank, nor fill them in from other sources or by inference.
The reasons the company gives
The company's own explanation, not something inferred from the numbers.Profitability improved as orders expanded through stronger sales of welding materials and solution-based sales to existing customers, in addition to cost reductions and progress in passing on higher costs through prices. In the construction business, orders increased for top-plate construction, while in the environment-related equipment business, orders increased for raw-material cooling equipment for the automotive industry.
How to read this page
This is not the documentKomori reads the disclosure the company filed and writes this summary. Figures are as stated by the company and are not audited.
Weight is not a verdictIt measures how much this changes what the company had already told the market. It is not a view on the shares.
Corrections happenIf the company reissues this disclosure, the page is rebuilt from the corrected version and the revision number moves up.