ENVALITH
タケダ機械株式会社 logo

TAKEDA MACHINERY CO., LTD.

6150Standard MarketMachinery

タケダ機械株式会社 logo
TAKEDA MACHINERY CO., LTD.6150

Metal Processing Machinery Business (Single Segment)

A manufacturer and distributor of metal processing machinery, with shaped steel processing machines and circular saw cutting machines as its core products

PeriodCurrentPreviousChange
Net sales (full year)¥5,079 million¥4,890 million
Operating profit (full year)¥432 million¥431 million
Ordinary profit (full year)¥444 million¥441 million
Profit attributable to owners of parent (full year)¥298 million¥293 million
Gross profit margin (full year)29.2%29.3%
Operating profit margin (full year)8.5%8.8%
Segment assets (total assets)¥7,767 million¥7,617 million
Depreciation (full year)¥150 million¥175 million
Equity ratio70.3%68.5%
Net assets per share¥5,943.00¥5,673.45

Business Details

A single segment operated by the Takeda Machinery Group (the Company plus its consolidated subsidiary Takeda Seiki Co., Ltd.). In addition to manufacturing and selling shaped steel processing machines, circular saw cutting machines, and dies/molds, the group provides contract production (parts processing and assembly) and parts & maintenance services. Its main customers are in the construction steel frame, can/sheet metal fabrication, automotive-related, and steel processing industries, with sales conducted primarily through domestic agent and dealer channels. In FY2026 (ending May 2026), demand for labor-saving solutions in shaped steel processing machines and higher order unit prices drove increases in both revenue and profit.

Recent Overview

Shaped steel processing machines saw sales increase 14.4% on labor-saving demand and higher unit prices; overall, revenue and profit posted modest increases

In FY2026 (ending May 2026), net sales were ¥5,079 million (up 3.9% year on year) and operating profit was ¥432 million (up 0.3% year on year), representing modest increases in both revenue and profit. Shaped steel processing machines were the main driver, reaching ¥3,471 million (up 14.4% year on year) on increased demand for labor-saving projects and higher order unit prices, while circular saw cutting machines (¥249 million, down 31.7%), contract business (¥211 million, down 29.5%), and parts & maintenance services (¥701 million, down 7.7%) all saw sales declines. Inventory decreased by ¥412 million, reflecting progress in inventory reduction. The company is proceeding with the introduction of ERP and SFA systems, scheduled to go live in June 2027. For the following fiscal year (FY2027, ending May 2027), the company forecasts net sales of ¥5,200 million (up 2.4% year on year) and operating profit of ¥400 million (down 7.5% year on year), with a decline in profit expected mainly due to rising costs.

Key Products

product
Shaped Steel Processing Machine Series

Driven by construction demand for urban steel structures, logistics warehouses, and data centers, as well as an increase in labor-saving projects and higher order unit prices, sales in FY2026 (ending May 2026) recovered significantly to ¥3,471 million (up 14.4% year on year). This is the core product accounting for approximately 68% of the group's total sales.

product
Circular Saw Cutting Machine Series

The company pursued proposal-based sales through custom-specification machines to address labor-saving and automation needs; however, its response to the growing need for multifunction machines was insufficient, resulting in a significant sales decline to ¥249 million in FY2026 (ending May 2026), down 31.7% year on year.

product
Die/Mold Series

In tandem with the increase in shipments of the main shaped steel processing machine units, die/mold shipments also increased, aided by the results of aggressive promotional campaigns, bringing sales in FY2026 (ending May 2026) to ¥445 million (up 3.4% year on year).

service
Contract Business & Others

In addition to the impact of an unstable external environment in the manufacturing industry, subsidy-related demand and one-time special projects that existed in the prior period disappeared, resulting in sales at subsidiary Takeda Seiki Co., Ltd. of ¥209 million (down 29.6% year on year), and segment-total sales of ¥211 million (down 29.5% year on year).

service
Parts & Maintenance Services

Affected by a decline in the utilization rate of existing equipment due to slowing construction demand, sales in FY2026 (ending May 2026) fell short despite aggressive service activities, coming in at ¥701 million (down 7.7% year on year). The breakdown was parts sales of ¥583 million (down 9.4% year on year) and service revenue of ¥118 million (up 1.8% year on year).

Growth Drivers

  • Construction demand for urban steel structures, logistics warehouses, and data centers, as well as infrastructure reinforcement demand under the National Resilience Basic Plan
  • Rising order unit prices and increasing project volume for shaped steel processing machines driven by growing needs for labor-saving and process consolidation amid chronic labor shortages
  • Strengthened product competitiveness through the ongoing development of two new machine models per year and proactive response to customer-specification machines
  • Productivity improvements and DX promotion through the introduction of ERP (integrated core business system) and SFA (sales force automation system), scheduled for full-scale operation in June 2027
  • Room for recovery in the Circular Saw Cutting Machine Series through strengthened response to multifunction machine needs
  • Strengthened marketing capability and anticipation of market needs through the company-wide cross-functional project KTD (Kotozukuri)

Risks

  • Continued revisions, cancellations, and delays of construction plans: structural factors such as rising construction costs and labor shortages are pressuring the business environment
  • Delayed response to multifunction machine needs in circular saw cutting machines: a significant sales decline of 31.7% year on year continued in FY2026 (ending May 2026)
  • Rising costs such as purchase prices and labor costs: a factor expected to reduce operating profit by 7.5% year on year in the FY2027 (ending May 2027) forecast
  • Risk of economic downturn and foreign exchange fluctuations associated with geopolitical risks (Middle East situation, US trade policy, Ukraine, deteriorating Japan-China relations)
  • Continued slump in the contract business: down 29.5% year on year due to an unstable external environment in manufacturing and the disappearance of one-time demand
  • Transition risk and system launch delay risk associated with the introduction of ERP and SFA (scheduled to go live in June 2027)
  • Risk of concentration on major customers: dependence on sales to Amada Co., Ltd. and Yamazen Corporation, among others (carried over from prior period results)

Last updated: August 29, 2025