IR & Research Intelligence, Sessa Investment Research

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IR & Research Intelligence

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<ul><li>Tsubakimoto Kogyo Co., Ltd. (hereafter, the Company) announced H1 FY2026/3 results on October 31, 2025.</li><li>The Company worked through its large order backlog and delivered results in line with its plan, recording double-digit growth in both net sales and profit.</li><li>Although orders for China declined due to the absence of large projects and Nissan Motor’s production restructuring, this was offset by stronger demand for labor- saving equipment and other equipment-related products, allowing the Company to maintain order levels roughly the same level as the previous year, which SIR views positively.</li></ul>

Tsubakimoto Kogyo Co., Ltd. (hereafter, the Company) announced H1 FY2026/3 results on October 31, 2025.The Company worked through its large order backlog and delivered results in line with its plan, recording double-digit growth in both net sales and profit.Although orders for China declined due to the absence of large projects and Nissan Motor’s production restructuring, this was offset by stronger demand for labor- saving equipment and other equipment-related products, allowing the Company to maintain order levels roughly the same level as the previous year, which SIR views positively.

Tsubakimoto Kogyo (8052 JP) - Q2 Follow-Up

<ul><li>Tsubakimoto Kogyo Co., Ltd., (hereafter, the Company) announced Q1 FY2026/3 result on July 25, 2025.</li><li>The Company delivered a strong start to FY2026, posting double-digit sales growth and significant profit increase, supported by substantial order backlog.</li><li>This marked a notable YoY rebound, as Q1 FY2025/3 temporarily declined due to reactionary effects from FY2024/3. </li></ul>

Tsubakimoto Kogyo Co., Ltd., (hereafter, the Company) announced Q1 FY2026/3 result on July 25, 2025.The Company delivered a strong start to FY2026, posting double-digit sales growth and significant profit increase, supported by substantial order backlog.This marked a notable YoY rebound, as Q1 FY2025/3 temporarily declined due to reactionary effects from FY2024/3. 

Tsubakimoto Kogyo (8052 JP) - Q1 FY2026/3 off to a Strong Start

<ul><li>Tsubakimoto Kogyo Co., Ltd., (hereafter, the Company) is an industrial equipment–related trading company founded in 1916 with a history that goes back more than a century.</li><li>Its strength lies in technological expertise developed through years of collaboration between the Engineering and Construction Management Departments, which gives the company a strong competitive advantage.</li><li>The company also leverages co- development and strategic alliances starting from the research stage for products with leading market share, such as power transmission chains and platform screen doors. </li></ul>

Tsubakimoto Kogyo Co., Ltd., (hereafter, the Company) is an industrial equipment–related trading company founded in 1916 with a history that goes back more than a century.Its strength lies in technological expertise developed through years of collaboration between the Engineering and Construction Management Departments, which gives the company a strong competitive advantage.The company also leverages co- development and strategic alliances starting from the research stage for products with leading market share, such as power transmission chains and platform screen doors. 

Full Report: Tsubakimoto Kogyo (8052 Jp) - July 10, 2024

<ul><li>Tsubakimoto Kogyo Co., Ltd., (hereafter, the Company) announced its Full-year FY2025/3 results on May 8, 2025.</li><li>The Company achieved record-high orders, sales, and profits across the board, along with a record order backlog.</li><li>Both net sales and all levels of profit exceeded initial forecasts. This is due to conservative assumptions about the pace of reducing its large order backlog.</li></ul>

Tsubakimoto Kogyo Co., Ltd., (hereafter, the Company) announced its Full-year FY2025/3 results on May 8, 2025.The Company achieved record-high orders, sales, and profits across the board, along with a record order backlog.Both net sales and all levels of profit exceeded initial forecasts. This is due to conservative assumptions about the pace of reducing its large order backlog.

Q4 Follow-Up - Tsubakimoto Kogyo (8052 JP)

<ul><li>Tsubakimoto Kogyo Co., Ltd., (hereafter, the Company) announced its Q3(9M) FY2025/3 results on January 31, 2025.</li><li>Net sales and profit were higher than in Q3 FY2024/3 due to the substantial order backlog.</li><li>Growth in Q3 FY2025/3 orders was lackluster due to a falloff from large Q3 FY2024/3 orders from China, but if one excludes those particularly large orders, net sales grew year on year.</li></ul>

Tsubakimoto Kogyo Co., Ltd., (hereafter, the Company) announced its Q3(9M) FY2025/3 results on January 31, 2025.Net sales and profit were higher than in Q3 FY2024/3 due to the substantial order backlog.Growth in Q3 FY2025/3 orders was lackluster due to a falloff from large Q3 FY2024/3 orders from China, but if one excludes those particularly large orders, net sales grew year on year.

Tsubakimoto Kogyo (8052 Jp) - Q3 Follow-Up

Japan

TSUBAKIMOTO KOGYO CO., LTD. is a wholesaler of machinery, equipment, and parts, most of which are produced by Tsubakimoto Chain and Mitsubishi Heavy Industries. The Company primarily distributes transmission equipment and industry materials. Tsubakimoto Kogyo also handles factory automation equipment/systems including robots and control systems.

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Tsubakimoto Kogyo (8052 JP)