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Takamiya | 2445 Full Report
SUMMARY
- Takamiya (hereafter, the Company) operates a unique vertically integrated business model that provides one-stop services spanning the development and manufacture of temporary construction equipment such as scaffolding through to sales, rental, and installation.
- Driven by operational efficiency improvements, productivity improvements, and cost controls stemming from DX initiatives, the operating profit margin for FY2026/3 surged from 4.7% in the previous fiscal year to 7.2%.
- The key to a re-rating by investors will be whether the Company can continue to demonstrate improvements in capital efficiency and its earnings structure through the transformation of its business portfolio.
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- Takamiya | 2445 Full Report07 Aug 2026
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