Komori
S

SINKO INDUSTRIES LTD.

6458MachinerySmall cap
1,235JPY+2.1%
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Price history
¥1,235Latest+102.4%
Drag across the chart to measure the move between two points.Delayed 15 minutes · monthly closing basis
Business overview

The Group manufactures and sells air-conditioning equipment and provides related installation services, with operations in Japan and across Asia. It is focusing on market opportunities in data centers, individual air-conditioning systems, replacement demand, and renewable-energy thermal storage. Under Move.2027, it is targeting ROE of at least 10% and a PBR of at least 1x, while promoting the integration of design, manufacturing, logistics, and after-sales service through digital transformation. The Group has set a data center market target of ¥5.5 billion for the fiscal year ending March 2027 and a target of ¥3.3 billion for heat pump AHUs in the individual air-conditioning market; 2026 actual sales were ¥3.5 billion, exceeding the ¥3.3 billion target ahead of schedule. Reported financial metrics include revenue of ¥59,339 million, operating profit of ¥9,444 million, ROE of 11.0%, a PBR of 1.3x, total assets of ¥79,288 million, an equity ratio of 67.9%, and 1,701 employees.

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Key numbersShowing 8 of 20
PER
83.57How many years of earnings it would take to buy the stock. The market average is generally considered to be around 15.
PBR
1.3How many times the company's net assets? Around 1x is generally considered a benchmark.
ROE
1.6%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
¥90bnShare price × number of shares. The value of the entire company.
Equity ratio
68.9%The proportion of assets funded by money that does not have to be repaid.
Operating margin
10.3%The percentage of revenue remaining from the company’s core business.
Revenue growth (3 years)
5.0%The average annual growth in sales over the past three years.
What to watch next
Review of progress toward Move.2027’s capital-efficiency commitments, including ROE above 10% and PBR above 1x, through annual updates to ROE and PBR
Full-year results for 2026 through 2027Impact HighLikelihood Medium
Sales momentum in the data-center business, including progress toward the ¥5.5 billion target for the fiscal year ending March 2027
Full-year 2026 through the fiscal year ending March 2027Impact HighLikelihood Medium
Progress on and ramp-up of production equipment expansion at the Kanagawa Plant, including its effects on quality, delivery times, and productivity, based on the ¥6.5 billion investment
Around the fiscal year ending March 2027, a key milestone in the planImpact MediumLikelihood Medium
Improvement in delivery times, labor hours, and costs, with a potential impact on margins, as production reservations and demand forecasting linked to SIMA and SSA become established operating practices
Quarterly trends from 2025 through 2026Impact MediumLikelihood Medium
Implementation of the share buyback and dividend policies, including the 50% target payout ratio and 3.5% DOE floor, with a focus on the sustainability of cash returns
Each fiscal period, particularly dividend results from the fiscal year ending March 2025 onwardImpact MediumLikelihood High
Use of low-GWP refrigerants and responses related to CO2, including regulatory compliance and the impact on costs and product profitability
Phased implementation from 2026 through 2030Impact LowLikelihood Medium
What to watch next
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Who owns itTop holders total 55.5%
Listed holders 55.5%Everyone else 44.5%
株式会社明晃19.85%
The Master Trust Bank of Japan, Ltd. (Trust Account)11.41%
DAIKIN INDUSTRIES,LTD.5.94%
STATE STREET BANK AND TRUST COMPANY 5050254.87%
株式会社三菱UFJ銀行3.27%
Custody Bank of Japan, Ltd. (Trust Account).3.13%
日本生命保険相互会社2.73%
新晃持株会1.68%
2 other listed holders2.64%
Who owns it
HolderOwnership (%)
株式会社明晃19.85
The Master Trust Bank of Japan, Ltd. (Trust Account)11.41
DAIKIN INDUSTRIES,LTD.5.94
STATE STREET BANK AND TRUST COMPANY 5050254.87
株式会社三菱UFJ銀行3.27
Custody Bank of Japan, Ltd. (Trust Account).3.13
日本生命保険相互会社2.73
新晃持株会1.68
2 other listed holders2.64
This company's documents
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