TANAKA SEIMITSU KOGYO CO..,LTD.
7218・Standard Market・Transportation Equipment
Parts Manufacturing Business
Core group business handling automobile parts manufacturing. Accounts for approximately 75% of consolidated net sales.
| Period | Current | Previous | Change |
|---|---|---|---|
| Net sales (external customers + intersegment, ¥ million) | ¥33,021 million | ¥30,526 million | ↑ |
| Net sales to external customers (¥ million) | ¥32,938 million | ¥30,336 million | ↑ |
| Segment profit (¥ million) | ¥1,744 million | ¥2,064 million | ↓ |
| Segment assets (¥ million) | ¥41,371 million | ¥38,484 million | ↑ |
| Depreciation and amortization (¥ million) | ¥2,419 million | ¥2,322 million | ↑ |
| Increase in property, plant and equipment and intangible assets (¥ million) | ¥5,643 million | ¥3,289 million | ↑ |
| Segment profit margin | 5.3% | 6.8% | ↓ |
Business Details
Manufactures and sells engine parts for automobiles, motorcycles, and general-purpose applications (rocker arm assemblies, valve lifters, etc.), transmission parts, chassis parts, and casting molds. The primary customer is the Honda Motor Co., Ltd. group. In addition to domestic operations, the company maintains a global manufacturing footprint with plants in the United States, Thailand, and Vietnam. In February 2025, Yonetani Seisakusho Co., Ltd. was made a subsidiary, strengthening aluminum die-casting mold manufacturing capabilities. In the current period, expanded orders for xEV-related parts contributed to higher sales, while the impact of lower sales in North America pressured segment profit.
Recent Overview
Sales increased on the subsidiarization of Yonetani Seisakusho and expanded xEV orders, but profit fell 15.5% due to lower North American sales and new startup costs.
In the Parts Manufacturing Business for FY2026 (ending March 2026), net sales to external customers rose to ¥32,938 million (up 8.6% year on year), achieving higher sales driven by the subsidiarization of Yonetani Seisakusho Co., Ltd. and expanded orders for xEV-related parts. On the other hand, segment profit fell significantly to ¥1,744 million (down 15.5% year on year) due to the impact of a shift in the product sales mix in North America and the incurrence of new startup costs. Capital expenditure increased 71.5% year on year to ¥5,643 million, indicating an active investment phase aimed at future growth.
Key Products
Growth Drivers
- Strengthening of aluminum die-casting mold manufacturing capabilities and supply chain expansion through the subsidiarization of Yonetani Seisakusho Co., Ltd.
- Full-scale mass production of newly ordered products in the electrification domain (xEV-related aluminum parts, inverter frames, etc.)
- Productivity improvement and enhanced profitability through the introduction of AI/IoT-enabled smart factories
- Speedy value proposals to customer needs and new customer development by the sales engineering department
- Securing profitability through the reorganization of production sites and optimization for high-mix, low-volume production
Risks
- The main customer, the Honda Motor Co., Ltd. group, has set a target of zero sales of engine-powered automobiles by 2040, and long-term demand for engine parts (rocker arm assemblies account for approximately 54.6% of consolidated net sales) is expected to decline
- Impact of lower sales due to changes in the sales product mix in the North American market (North American sales decline continued to pressure segment profit in the current period as well)
- Changes in the composition of overseas sales due to geopolitical risks such as U.S. tariff policy and exchange rate fluctuations
- Short-term profit pressure from increased new startup costs (expected to continue into FY2027, ending March 2027)
- Profit pressure from rising resource prices and raw material costs
- Demand volatility risk due to global instability in automobile production and sales
Last updated: June 22, 2026