TSUDAKOMA Corp.
6217・Standard Market・Machinery
Textile Machinery Business
TSUDAKOMA's core business, expanding into the Asian market centered on looms and preparation machinery.
| Period | Current | Previous | Change |
|---|---|---|---|
| Sales (current interim period, to external customers) | ¥13,311 million | ¥14,671 million | ↓ |
| Sales (current interim period, including internal sales) | ¥13,473 million | ¥14,846 million | ↓ |
| Operating profit (current interim period) | ¥112 million | ¥243 million | ↓ |
| Orders received (current interim period) | ¥19,635 million | ¥15,424 million (calculated backward from year-on-year increase of 27.3%) | ↑ |
| Sales (previous consolidated fiscal year, to external customers) | ¥30,199 million | ― | — |
| Operating profit (previous consolidated fiscal year) | ¥667 million | ― | — |
Business Details
Manufactures and sells looms (Air Jet Looms and Water Jet Looms), preparation machinery, textile machinery parts and equipment, and composite machinery. Emerging markets, centered on China and India, account for the majority of sales, targeting three markets: industrial materials (airbags, tire cords, carbon fiber), high-end sports brands, and general apparel. Based on domestic manufacturing, the company has local subsidiaries in China, India, and Europe and also provides after-sales service. This core segment accounts for approximately 80% of the group's total sales.
Recent Overview
Orders received rebounded sharply, up 27.3% year on year, but operating profit fell 53.6% due to profitable projects being pushed back to the next period.
In the second quarter (interim period) of FY2026 (ending November 2026), the Textile Machinery Business saw orders received of ¥19,635 million, a substantial increase of 27.3% year on year. This was driven by continued large-scale Water Jet Loom projects in the Chinese market, a surge in orders for glass fabric preparation machinery, and new orders for carbon fiber rapier looms. On the other hand, sales came to only ¥13,311 million (down 9.3% year on year), and operating profit fell to ¥112 million (down 53.6% year on year) due to profitable projects being pushed back to the next period and rising costs of raw materials and other inputs. In the Indian market, there are signs of recovery from the impact of US tariff policy, and export diversification is also proving effective amid progress on FTA agreements with the UK and EU.
Key Products
Growth Drivers
- Continued large-scale orders for Water Jet Looms for the high-end sports casual segment in the Chinese market (including orders secured from a major Taiwanese company)
- A sharp increase in orders for glass fabric preparation machinery driven by expanding demand for IC cloth for AI semiconductor substrates
- Diversified sales promotion in the industrial materials field (airbags, carbon fiber, tire cords, IC cloth)
- Recovery from the impact of US tariff policy in the Indian market and export diversification driven by progress on FTA agreements with the UK and EU
- Domestic and international rollout of the new towel-use Air Jet Loom "ZAX001neo Terry"
- Expansion of applications for the Air Jet Loom ZAX001neo Plus into the industrial materials field (wide-width, dyed yarn, IC cloth)
Risks
- Instability in interim earnings due to profitable projects being pushed back to the next period (materialized in the current interim period)
- Deteriorating profitability due to soaring raw material and energy costs and sudden extensions in parts lead times
- Suppression of capital investment in the textile industry for exports to India, Bangladesh, and other countries due to the impact of US tariff policy
- Risk of order fluctuations in the Chinese market due to worsening Japan-China relations and stagnation of the Chinese economy
- Risk of revenue concentration in major customers (Jiangsu Sumida International Technology & Trade Co., Ltd. accounted for 16.8% of sales in the previous fiscal year)
- Material uncertainty regarding the going concern assumption (accumulated losses since the fiscal year ended November 2019 and a low equity ratio of 9.3%)
Last updated: February 24, 2026