NIPPON THOMPSON CO., LTD.
6480・Prime Market・Machinery
Bearings and Mechanical Components (Single Segment)
Single business segment centered on Needle Roller Bearings and Linear Motion Guide Equipment, etc.
| Period | Current | Previous | Change |
|---|---|---|---|
| Net sales (full year) | ¥62,034 million | ¥57,072 million | ↑ |
| Operating profit (full year) | ¥4,481 million | ¥2,614 million | ↑ |
| Ordinary profit (full year) | ¥5,481 million | ¥3,893 million | ↑ |
| Profit attributable to owners of parent (full year) | ¥4,069 million | ¥2,827 million | ↑ |
| Total net assets | ¥83,184 million | ¥76,072 million | ↑ |
| Capital surplus | ¥12,963 million | ¥12,886 million | ↑ |
| Retained earnings | ¥47,945 million | ¥45,531 million | ↑ |
| Total shareholders' equity | ¥68,315 million | ¥65,626 million | ↑ |
Business Details
The Nippon Thompson (IKO) Group operates as a single business engaged in the manufacture and sale of Needle Roller Bearings, Linear Motion Guide Equipment, etc. (Bearings, etc.) and Mechanical Components. The Group comprises 14 consolidated subsidiaries in Japan and overseas, supplying high-precision mechanical component parts to a wide range of industries including semiconductor manufacturing equipment, machine tools, medical devices, and robotics. It maintains a global sales network spanning Japan, North America, Europe, China, and other regions, and has overseas production subsidiaries in Vietnam and China.
Recent Overview
Achieved higher sales and profit for the full year of FY2026 (ending March 2026); corrected accounting treatment related to disposal of treasury stock
Net sales for the full year of FY2026 (ending March 2026) were ¥62,034 million (up 8.7% year on year), and operating profit was ¥4,481 million (up 71.4% year on year), representing a substantial increase in both sales and profit. Separately, a partial correction to the financial results report (kessan tanshin) was announced on May 14, 2026. An error was found in the accounting treatment related to the disposal of treasury stock, resulting in a correction of capital surplus from ¥12,886 million to ¥12,963 million, and retained earnings from ¥48,022 million to ¥47,945 million. There was no impact on total shareholders' equity or total net assets, as ¥77 million was reclassified from retained earnings to capital surplus.
Key Products
Growth Drivers
- Increased demand for electronics-related equipment such as semiconductor manufacturing equipment and mounting machines (Japan and China)
- Expanding demand for general industrial machinery such as medical devices and robotics in North America
- Increased semiconductor-related demand in China and contribution from large-scale capital investment projects
- Recovery in demand across Asian regions including Singapore, Taiwan, and Indonesia
- Operating leverage effects from higher sales and production volumes (substantial improvement in operating margin)
- Concentrated reinforcement of strong business areas and restructuring of the global framework under the IKO Medium-Term Management Plan 2026
Risks
- Risk of demand fluctuations due to geopolitical risks (U.S. trade policy, Middle East situation)
- Slowdown in demand for general industrial machinery and electronics in the European market
- Impact on earnings from sharp fluctuations in foreign exchange rates (including the risk of the yen depreciation effect fading)
- Uncertainty over demand recovery due to sluggish real estate investment and personal consumption in the Chinese market
- Rising raw material and component costs and procurement risk
- Risk to reliability of internal controls and disclosure processes stemming from the correction of an accounting error
Last updated: June 22, 2026