Komori
T

TAKEUCHI MFG.CO.,LTD.

6432MachineryMid cap
7,790JPY+6.7%
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Price history
¥7,790Latest+186.6%
Drag across the chart to measure the move between two points.Delayed 15 minutes · monthly closing basis
Business overview

TAKEUCHI MFG.CO.,LTD. is primarily engaged in the design, manufacture and sale of construction equipment. Under its Fourth Medium-Term Management Plan (for the fiscal years ending February 2026 through February 2028), the company has adopted “Building Excellence” as its slogan and is pursuing the expansion of its sales network, growth in aftermarket parts sales, reorganization of production models, construction of a new crawler loader plant, expansion of its battery-powered mini excavator lineup, investment in human capital and sustainability management as key initiatives. During the interim consolidated accounting period, the company launched the TB3150 and TB3150R hydraulic excavators in April 2026 and the TL11R3 crawler loader in July 2026, and actively promoted their sales. On the development front, it began joint research aimed at the practical application of autonomous operation for construction equipment and opened the Hachioji Development Center to promote the development of next-generation technologies. Sales in North America and Europe exceeded the level of the same period of the previous year, while unit sales in Asia and Oceania declined year on year due to the closure of a former distributor’s business and other factors. Orders received totaled ¥145.983 billion, up 48.1% year on year, and the order backlog was ¥57.167 billion. The company had disclosed orders received and the order backlog quarterly, but suspended these disclosures through the fiscal year ending February 2027 because quarterly fluctuations had become substantial due to the nature of the business. Revenue rose 16.0% year on year to ¥132.383 billion. Key factors reducing earnings included a ¥1.728 billion negative impact from U.S. tariffs, comprising a ¥7.684 billion increase in tariff costs, ¥3.331 billion in price pass-through and ¥2.625 billion in tariff refunds, as well as higher promotional and transportation expenses associated with surging crude oil prices. However, supported by higher revenue, operating profit rose 3.4% to ¥24.198 billion, ordinary profit rose 6.0% to ¥25.122 billion, and interim net profit attributable to owners of the parent rose 6.3% to ¥18.129 billion.

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Key numbersShowing 8 of 20
PER
51.38How many years of earnings it would take to buy the stock. The market average is generally considered to be around 15.
PBR
2.05How many times the company's net assets? Around 1x is generally considered a benchmark.
ROE
4.0%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
¥382bnShare price × number of shares. The value of the entire company.
Equity ratio
85.7%The proportion of assets funded by money that does not have to be repaid.
Operating margin
17.6%The percentage of revenue remaining from the company’s core business.
Revenue growth (3 years)
2.3%The average annual growth in sales over the past three years.
What to watch next
業績予想・配当予想の上方修正(2026/10/13付)および最高益/増配期待の継続
2026年10月〜通期着地(四半期決算で確認)Impact HighLikelihood Medium
自己株式取得の実行(上限150億円、2026/10/14〜2027/2/19の市場買付)
2026年10月中旬〜2027年2月Impact MediumLikelihood High
クローラーローダー増産投資の進捗(専用工場計画・金型/治具新設の完了など)と、供給能力が計画通り立ち上がるか
2026年度〜(工事/完了予定は2027/2029年要素)Impact HighLikelihood Low
電動化関連:電池式ミニショベル(1.5t・3.5t級追加)および電池式/代替燃料系の市場テスト結果(採用の兆し)
2027年以降(採用・量産のタイミング次第)Impact MediumLikelihood Low
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Who owns itTop holders total 55.4%
Listed holders 55.4%Everyone else 44.6%
株式会社テイク19.40%
The Master Trust Bank of Japan, Ltd.10.64%
Custody Bank of Japan8.59%
日本トラスティ信託銀行(信託口)3.89%
八十二長野銀行(代理人: 日本マスターハトラスト信託銀行)3.88%
竹内 好敏3.24%
野村信託銀行株式会社1.68%
SMBC Nikko Securities Inc.1.57%
2 other listed holders2.53%
Who owns it
HolderOwnership (%)
株式会社テイク19.40
The Master Trust Bank of Japan, Ltd.10.64
Custody Bank of Japan8.59
日本トラスティ信託銀行(信託口)3.89
八十二長野銀行(代理人: 日本マスターハトラスト信託銀行)3.88
竹内 好敏3.24
野村信託銀行株式会社1.68
SMBC Nikko Securities Inc.1.57
2 other listed holders2.53
This company's documents
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