Komori
T

TOYO TANSO CO.,LTD.

5310Construction and MaterialsMid cap
6,830JPY-10.0%
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Price history
¥6,830Latest+119.6%
Drag across the chart to measure the move between two points.Delayed 15 minutes · monthly closing basis
Business overview

TOYO TANSO CO.,LTD. operates primarily in special graphite products, general carbon products (mechanical and electrical applications), composites and other products, with sales activities focused on Japan, the United States, Europe and Asia. For the six-month consolidated accounting period ended 30 June 2026, revenue was ¥22,370 million, operating income was ¥1,778 million, ordinary income was ¥2,229 million, interim net income attributable to owners of the parent was ¥1,677 million, and interim comprehensive income was ¥3,116 million. Cash and cash equivalents at the interim period-end were ¥12,076 million, the equity ratio was 82.7%, interim net income per share was ¥80.00, and diluted interim net income per share was not applicable. Research and development expenses during the six-month consolidated accounting period were ¥652 million. Planned major capital investments include ¥2,968 million for an expansion of manufacturing equipment at the Production Technology Center of TOYO TANSO CO.,LTD. in Kanonji, Kagawa Prefecture, commenced in January 2024 and scheduled for completion in November 2026, and ¥657 million for an expansion of manufacturing equipment at TOYO TANSO USA, INC., commenced in December 2024 and scheduled for completion in December 2026. Orders received totaled ¥26,112 million and the order backlog was ¥16,760 million, comprising special graphite products of ¥12,257 million, general carbon products for mechanical applications of ¥2,284 million, general carbon products for electrical applications of ¥2,356 million, and composites and other products of ¥9,215 million. Sales totaled ¥22,370 million, comprising Japan ¥11,695 million, the United States ¥2,127 million, Europe ¥2,587 million and Asia ¥5,960 million. No material contracts were entered into.

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Key numbersShowing 8 of 20
PER
90.13How many years of earnings it would take to buy the stock. The market average is generally considered to be around 15.
PBR
1.55How many times the company's net assets? Around 1x is generally considered a benchmark.
ROE
1.7%Earning power. A figure above 10% is generally considered good.
Dividend yield
0.0%The annual dividend as a percentage of the share price.
Market capitalization
¥151bnShare price × number of shares. The value of the entire company.
Equity ratio
81.6%The proportion of assets funded by money that does not have to be repaid.
Operating margin
7.9%The percentage of revenue remaining from the company’s core business.
Revenue growth (3 years)
-1.9%The average annual growth in sales over the past three years.
What to watch next
Progress on expanding manufacturing equipment at the Production Technology Center, scheduled for completion in November 2026, and the ramp-up of operations
October 2026 to the first half of fiscal 2027Impact MediumLikelihood Medium
Expansion of manufacturing equipment at TOYO TANSO USA, scheduled for completion in December 2026, increasing supply capacity in North America
December 2026 to the first half of fiscal 2027Impact MediumLikelihood Low
Progress in orders for graphite products for high-temperature gas reactors, with order history for X Energy, LLC confirmed in the notes
Second half of 2026 to 2027Impact MediumLikelihood Medium
Signs that research on shifting to non-fossil feedstocks, selected for NEDO support, and carbon recycling is beginning to translate into products and cost reductions
From 2026 onward, depending on the research periodImpact HighLikelihood Low
What to watch next
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Who owns itTop holders total 56.7%
Listed holders 56.7%Everyone else 43.3%
The Master Trust Bank of Japan (Trust Account)11.77%
Custody Bank of Japan, Ltd. (Trust Account).10.78%
Kondo Tomoko (近藤朋子)7.44%
近藤尚孝5.81%
近藤ホールディングス株式会社5.55%
公益財団法人近藤記念財団3.98%
NTコーポレーション株式会社2.98%
近藤孝子2.96%
2 other listed holders5.47%
Who owns it
HolderOwnership (%)
The Master Trust Bank of Japan (Trust Account)11.77
Custody Bank of Japan, Ltd. (Trust Account).10.78
Kondo Tomoko (近藤朋子)7.44
近藤尚孝5.81
近藤ホールディングス株式会社5.55
公益財団法人近藤記念財団3.98
NTコーポレーション株式会社2.98
近藤孝子2.96
2 other listed holders5.47
This company's documents
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