Komori
T

TSUBAKIMOTO KOGYO CO.,LTD.

8052Trading & WholesaleSmall cap
3,075JPY+4.6%
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Price history
¥3,075Latest+137.8%
Drag across the chart to measure the move between two points.Delayed 15 minutes · monthly closing basis
Business overview

The Group’s principal businesses are the sale of mechanical components (Power Transmission Business); the sale of automation, labor-saving and environmentally responsive products for material-handling equipment and other facilities, together with related services (Equipment and Machinery Business); and the sale of various nonwoven fabrics, processed nonwoven products and manufacturing machinery (Industrial Materials Business). For reporting purposes, domestic operations are divided into 3 areas: the East Japan Headquarters, West Japan Headquarters and Central Japan Headquarters. Overseas operations are positioned under the Development Strategy Headquarters, and overseas business is planned and managed as the Development Strategy Headquarters segment. Overseas operations include TSUBACO SINGAPORE PTE.LTD., TSUBACO KTE CO.,LTD. and Shanghai Tsubakimoto Trading Co., Ltd., among others. The Group operates through a network comprising domestic locations, including ツバコー北日本, ツバコー北陸, ツバコー関東, ツバコー東海, ツバコー関西, ツバコー四国 and ツバコー九州, as well as overseas locations. The Group has formulated ATOM2028 as its medium-term management plan, covering the 3-year period from fiscal 2026 through fiscal 2028, with targets of ¥150 billion in net sales, ¥7.5 billion in operating profit, ¥8 billion in ordinary profit and ROE of 12% or higher. From a sustainability perspective, the Group aims to deepen ESG management by promoting investment in DX and human capital, expanding sustainability-related products and strengthening the supply chain.

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Key numbersShowing 8 of 20
PER
55.35How many years of earnings it would take to buy the stock. The market average is generally considered to be around 15.
PBR
1.16How many times the company's net assets? Around 1x is generally considered a benchmark.
ROE
2.1%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
¥60bnShare price × number of shares. The value of the entire company.
Equity ratio
50.3%The proportion of assets funded by money that does not have to be repaid.
Operating margin
4.5%The percentage of revenue remaining from the company’s core business.
Revenue growth (3 years)
4.1%The average annual growth in sales over the past three years.
What to watch next
Whether growth in orders and revenue from the sensing and image-processing business, a new business, continues and its contribution to earnings, including profit margins, improves
Quarterly to full-year, from the next earnings report onwardImpact HighLikelihood Medium
Disclosure of progress toward the quantitative targets under ATOM2028, covering fiscal years 2026-2028, including revenue, operating profit, ordinary profit, and ROE of 12% or more
From fiscal 2026 onward, during plan reviews and earnings briefingsImpact MediumLikelihood Medium
Whether the execution structure for the equipment and machinery business, including an increase in the number of qualified construction managers, can contain delivery delays and deterioration in project profitability
From 2025 onward, as equipment and machinery projects are executedImpact MediumLikelihood Medium
Transaction terms and supply stability, including progress on business continuity planning and supplier diversification, while dependence on major customer Tsubakimoto Chain remains high
Quarterly and when notes or risk disclosures are updatedImpact MediumLikelihood Medium
Continued shareholder returns in line with the dividend policy, including the DOE and 30% dividend payout ratio targets, alongside investment and working capital needs, with free cash flow coverage to be monitored
At the fiscal year-end and interim period, during earnings announcements and the general meeting of shareholdersImpact LowLikelihood Medium
What to watch next
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Who owns itTop holders total 45.4%
Listed holders 45.4%Everyone else 54.6%
Tsubakimoto Chain10.82%
太陽生命保険株式会社8.79%
NORTHERN TRUST CO. (AVFC) RE IEDP AIF CLIENTS NON TREATY ACCOUNT6.83%
The Master Trust Bank of Japan, Ltd. (Trust Account)5.90%
光通信ＫＫ投資事業有限責任組合4.26%
日本生命保険相互会社2.44%
Sumitomo Mitsui Banking Corporation2.32%
株式会社三菱UFJ銀行2.29%
1 other listed holders1.76%
Who owns it
HolderOwnership (%)
Tsubakimoto Chain10.82
太陽生命保険株式会社8.79
NORTHERN TRUST CO. (AVFC) RE IEDP AIF CLIENTS NON TREATY ACCOUNT6.83
The Master Trust Bank of Japan, Ltd. (Trust Account)5.90
光通信ＫＫ投資事業有限責任組合4.26
日本生命保険相互会社2.44
Sumitomo Mitsui Banking Corporation2.32
株式会社三菱UFJ銀行2.29
1 other listed holders1.76
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