Komori

KOKUSAI ELECTRIC CORPORATION

6525Electrical Equipment and Precision InstrumentsLarge cap
7,361JPY-23.1%
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Price history
¥7,361Latest+198.0%
Drag across the chart to measure the move between two points.Delayed 15 minutes · monthly closing basis
Business overview

KOKUSAI ELECTRIC CORPORATION is a corporate group whose principal business is the development, manufacture, sale and maintenance of semiconductor manufacturing equipment. The group focuses primarily on front-end equipment for deposition processes and supplies high-value-added equipment using ALD and plasma technologies, with a world-leading market share. Consolidated revenue for the fiscal year ended March 2023 approximately doubled from the fiscal year ended September 2019, and the group strengthened investment in advanced fields. After abandoning the planned business integration with Applied Materials, Inc., the company was relisted in October 2023. It is working to strengthen fundraising and investment, secure talented personnel and reinforce its management base. Its priority initiatives include medium-term targets, digital transformation and the development of demo-center facilities. The business consists of a single segment, the semiconductor manufacturing equipment business, centered on front-end deposition equipment.

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Key numbersShowing 8 of 20
PER
152.33How many years of earnings it would take to buy the stock. The market average is generally considered to be around 15.
PBR
7.83How many times the company's net assets? Around 1x is generally considered a benchmark.
ROE
5.1%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
¥1.8tnShare price × number of shares. The value of the entire company.
Equity ratio
60.6%The proportion of assets funded by money that does not have to be repaid.
Operating margin
21.1%The percentage of revenue remaining from the company’s core business.
Revenue growth (3 years)
-1.1%The average annual growth in sales over the past three years.
What to watch next
Expansion of equipment at the Tonami facility, with construction starting in February 2026 and completion scheduled for September 2026, together with the ramp-up of increased production capacity in Toyama and Tonami
From September 2026 onward, in stagesImpact MediumLikelihood High
Completion and start of operations at the new US demo center, scheduled for completion in September 2026 and for operations to begin in January 2027
January 2027Impact MediumLikelihood Medium
具体化 of orders and volume-production projects related to advances in batch ALD and film-quality improvements, including new reactors and next-generation platforms, with clearer evidence of POR wins and expansion
Impact HighLikelihood Medium
Progress in adapting to export controls, including amendments to the US EAR, export controls on China, and Japan’s restrictions on advanced semiconductor equipment, together with actual results regarding permits and shipment restrictions
Impact HighLikelihood Medium
Stabilization of supply and demand as selling by major shareholders, including KKR, progresses, as well as completion of share repurchases and cancellations, demonstrating the continuity of shareholder returns
From August 2026 onwardImpact LowLikelihood High
What to watch next
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Who owns itTop holders total 58.4%
Listed holders 58.4%Everyone else 41.6%
The Master Trust Bank of Japan, Ltd. (Trust Account)13.23%
KKR HKE INVESTMENT L.P.10.57%
STATE STREET BANK AND TRUST COMPANY 5050019.99%
BNYM AS AGT/CLTS 10 PERCENT5.18%
Qatar Holding LLC4.93%
Custody Bank of Japan, Ltd. (Trust Account).4.85%
THE CHASE MANHATTAN BANK, N.A. LONDONSECS LENDING OMNIBUS ACCOUNT2.94%
JPMSPLC CLIENT ASSETS SK JPY2.61%
2 other listed holders4.07%
Who owns it
HolderOwnership (%)
The Master Trust Bank of Japan, Ltd. (Trust Account)13.23
KKR HKE INVESTMENT L.P.10.57
STATE STREET BANK AND TRUST COMPANY 5050019.99
BNYM AS AGT/CLTS 10 PERCENT5.18
Qatar Holding LLC4.93
Custody Bank of Japan, Ltd. (Trust Account).4.85
THE CHASE MANHATTAN BANK, N.A. LONDONSECS LENDING OMNIBUS ACCOUNT2.94
JPMSPLC CLIENT ASSETS SK JPY2.61
2 other listed holders4.07
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