SUMITOMO HEAVY INDUSTRIES,LTD.
6302・Prime Market・Machinery
Mechatronics
Sumitomo Heavy Industries' earnings-driving segment. Centered on Reducers & Speed Changers, it also offers industrial Motors & Inverters and Cryogenic Refrigerators.
| Period | Current | Previous | Change |
|---|---|---|---|
| Net Sales (External Customers) | ¥72,426 million (Q1 FY2026, ending March 2026) | ¥64,529 million (Q1 FY2025, ended March 2025) | ↑ |
| Segment Profit (Operating Income) | ¥6,830 million (Q1 FY2026, ending March 2026) | ¥4,762 million (Q1 FY2025, ended March 2025) | ↑ |
| Operating Margin | Approximately 9.3% (Q1 FY2026, ending March 2026) | Approximately 7.3% (Q1 FY2025, ended March 2025) | ↑ |
| Orders Received | ¥78,242 million (Q1 FY2026, ending March 2026) | ¥67,325 million (Q1 FY2025, ended March 2025) | ↑ |
| Order Backlog | ¥104,757 million (as of March 31, 2026) | ¥98,941 million (as of December 31, 2025) | ↑ |
Business Details
Core products are Reducers & Speed Changers, Motors, Inverters, Cryogenic Refrigerators, and Precision Positioning Systems. The customer base spans domestic and overseas manufacturing, semiconductor, and energy fields, supported by a global manufacturing and sales network (North America: Sumitomo Machinery Corporation of America; Europe: Sumitomo(SHI)Cyclo Drive Germany GmbH; Southeast Asia: Sumitomo(SHI)Cyclo Drive Asia Pacific Pte.Ltd.; China: Sumitomo Heavy Industries (Tangshan) Co., Ltd., etc.). The segment accounts for approximately 28% of consolidated net sales, and achieved the highest operating margin (approximately 9.3%) among all segments in Q1 FY2026 (ending March 2026).
Recent Overview
Orders increased across all demand areas; net sales up 12.2% year-on-year and operating income up 43.5%, marking a substantial improvement.
In Q1 FY2026 (ending March 2026), demand for Reducers & Speed Changers remained solid both domestically and internationally, demand for Motors & Inverters increased among European customers, and semiconductor-related demand for Cryogenic Refrigerators increased in the U.S. and China, resulting in increased orders across all product categories. Orders received were ¥78,242 million (up 16.2% year-on-year), net sales were ¥72,426 million (up 12.2% year-on-year), and segment profit achieved substantial growth to ¥6,830 million (up 43.5% year-on-year). The order backlog also increased 5.9% from the end of the prior period to ¥104,757 million, and is expected to contribute to sales in future periods.
Key Products
Growth Drivers
- Recovery in domestic and overseas demand for Reducers & Speed Changers (for manufacturing, robotics, and logistics applications)
- Recovery and expansion of orders following the completion of inventory adjustment for Motors & Inverters among European customers
- Expansion of orders for Cryogenic Refrigerators due to increased semiconductor-related demand (in the U.S. and China)
- Contribution to next-period sales from the accumulated order backlog (¥104,757 million)
- Capturing demand across multiple regions leveraging the global manufacturing and sales network
Risks
- Risk of renewed deterioration in demand for industrial machinery due to a renewed slowdown in the European economy
- Fluctuations in demand for Cryogenic Refrigerators and Precision Positioning Systems due to volatility in semiconductor market conditions
- Impact on local manufacturing sites (such as Sumitomo Heavy Industries (Tangshan) Co., Ltd.) from a prolonged economic slowdown in China
- Impact on North American operations from changes in U.S. trade policy (tariffs)
- Foreign exchange fluctuation risk (due to the global manufacturing and sales network)
Last updated: March 26, 2026