Komori
K

Kurita Water Industries Ltd.

6370MachineryLarge cap
7,407JPY-4.5%
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Price history
¥7,407Latest+39.8%
Drag across the chart to measure the move between two points.Delayed 15 minutes · monthly closing basis
Business overview

The Kurita Water Industries Ltd. Group provides a broad range of water-related technologies, centered on its water treatment business, including the manufacture and sale of water treatment chemicals and equipment, and maintenance and other services for water treatment equipment. The business is divided into two segments, the Electronic Market and the General Water Treatment Market. The former mainly covers the manufacture and sale of water treatment equipment, recurring-contract services, water treatment chemicals, precision cleaning and maintenance, while the latter mainly covers the manufacture and sale of water treatment equipment, recurring-contract services, water treatment chemicals, maintenance and soil remediation. The Group's medium-term management plan is PSV-27 (Pioneering Shared Value 2027), whose financial targets for the final year include revenue of ¥470.0 billion, a business profit margin on revenue of 16%, ROE of at least 12% and ROIC of at least 10%. The Group has clarified its policy for shareholder returns and share repurchases during the medium-term period through fiscal 2026, including ¥35.0 billion in share repurchases. Key non-financial indicators include CSV-related water savings, GHG reductions, resource recovery and the rate of achievement of revenue targets, with long-term targets set through fiscal 2030 and fiscal 2050.

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Key numbersShowing 8 of 20
PER
60How many years of earnings it would take to buy the stock. The market average is generally considered to be around 15.
PBR
2.55How many times the company's net assets? Around 1x is generally considered a benchmark.
ROE
4.2%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
¥861bnShare price × number of shares. The value of the entire company.
Equity ratio
60.1%The proportion of assets funded by money that does not have to be repaid.
Operating margin
14.3%The percentage of revenue remaining from the company’s core business.
Revenue growth (3 years)
3.3%The average annual growth in sales over the past three years.
What to watch next
Progress in implementing PSV-27’s priority initiatives, including the use of e-WT and design automation for electrode manufacturing and water treatment equipment, and whether this feeds through to operating rates, order wins and margins in the electronics market
2026年度以降(四半期で進捗確認)Impact HighLikelihood Medium
Whether increased revenue from the combination of equipment sales, ongoing contract-based services and operations and maintenance in the electronics and general water treatment markets leads to improved business profit margins, or at least provides support
Fiscal 2026–2027, monitored continuouslyImpact HighLikelihood Medium
Whether the benefits of the post-integration initiatives, including the integration of Arcade, the integration of the North American RO chemicals business, the integration in Korea and the restructuring of domestic sales companies, are actually monetized, including the run-off of integration costs and the status of goodwill and impairment
2026〜2027Impact MediumLikelihood Low
Progress in executing the ¥35 billion treasury stock repurchase during fiscal 2026 and the resulting potential improvement in EPS and capital efficiency, which could support the share price
During fiscal 2026Impact MediumLikelihood High
A bottoming-out or recovery in demand, pricing and operating rates for precision cleaning, where the impact of weak market conditions has been explicitly disclosed
During fiscal 2026Impact MediumLikelihood Medium
What to watch next
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Who owns itTop holders total 40.9%
Listed holders 40.9%Everyone else 59.1%
The Master Trust Bank of Japan, Ltd. (Trust Account)15.70%
株式会社日本カストディ銀行 (Trust Account)7.25%
Nippon Life Insurance Company (Permanent Agent: The Master Trust Bank of Japan, Ltd.)5.44%
バンク ピクテ アンド シエ ヨーロッパ アーゲー シユクルサル ド ルクセ..(常任代理人 株式会社三菱UFJ銀行)3.46%
ジェーピー モルガン バンク ルクセンブルグ(常任代理人 株式会社みずほ銀行)1.89%
ステート ストリート バンク アンド トラスト カンパニー(常任代理人 株式会社みずほ銀行)1.53%
ユーエー エヌ エス ベンチマーク など(KBC BANK NI- UCITS CLIENTS... など)1.47%
クリアストリーム バンキング エスエー(常任代理人 香港上海銀行東京支店)1.46%
2 other listed holders2.74%
Who owns it
HolderOwnership (%)
The Master Trust Bank of Japan, Ltd. (Trust Account)15.70
株式会社日本カストディ銀行 (Trust Account)7.25
Nippon Life Insurance Company (Permanent Agent: The Master Trust Bank of Japan, Ltd.)5.44
バンク ピクテ アンド シエ ヨーロッパ アーゲー シユクルサル ド ルクセ..(常任代理人 株式会社三菱UFJ銀行)3.46
ジェーピー モルガン バンク ルクセンブルグ(常任代理人 株式会社みずほ銀行)1.89
ステート ストリート バンク アンド トラスト カンパニー(常任代理人 株式会社みずほ銀行)1.53
ユーエー エヌ エス ベンチマーク など(KBC BANK NI- UCITS CLIENTS... など)1.47
クリアストリーム バンキング エスエー(常任代理人 香港上海銀行東京支店)1.46
2 other listed holders2.74
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