ENVALITH
曙ブレーキ工業株式会社 logo

AKEBONO BRAKE INDUSTRY CO., LTD.

7238Prime MarketTransportation Equipment

曙ブレーキ工業株式会社 logo
AKEBONO BRAKE INDUSTRY CO., LTD.7238

Japan

Core segment of Akebono Brake responsible for domestic manufacturing, sales and R&D

PeriodCurrentPreviousChange
Net Sales (External Customers)¥59,619 million¥58,839 million
Segment Profit¥4,510 million¥2,680 million
Segment Profit Margin6.9%4.1%

Business Details

The parent company handles sales and R&D, while Akebono Brake Industry's Iwatsuki, Yamagata, Fukushima, and Sanyo manufacturing subsidiaries produce Disc Brakes, Disc Brake Pads, Drum Brakes, Brakes for Industrial Machinery & Rolling Stock, and other products. Logistics Services (Alox Corporation) handles logistics. The segment's mainstay is automotive brakes for domestic completed vehicle manufacturers, and it also handles aftermarket parts and rolling stock products. It is the largest segment, accounting for approximately 37% of consolidated net sales.

Recent Overview

Sharp 68% year-on-year increase in operating profit driven by price pass-through and rationalization

In the Japan segment for FY2026 (ending March 2026), net sales declined slightly (down 0.3% year on year) due to reduced production volume at certain completed vehicle manufacturers and the transfer of production of existing products to Europe. On the other hand, segment profit rose sharply to ¥4,510 million, up ¥1,830 million (+68.3%) year on year, supported by the pass-through of raw material and energy cost increases into sales prices, higher orders for automotive aftermarket parts and rolling stock products, and rationalization measures such as productivity improvements.

Key Products

product
Disc Brakes / Disc Brake Pads

Produced by the manufacturing subsidiaries in Iwatsuki, Yamagata, Fukushima, and Sanyo. Centered on OEM supply to domestic automakers.

product
Drum Brakes / Drum Brake Linings

A mainstay product group alongside Disc Brakes. Also includes clutch facings and wheel cylinders.

product
Brakes for Industrial Machinery & Rolling Stock

An increase in orders was confirmed in FY2026 (ending March 2026), and further growth is expected in the following fiscal year (FY2027, ending March 2027).

product
Automotive Aftermarket Parts

An increase in orders was confirmed in FY2026 (ending March 2026), with stable demand expected going forward.

service
Logistics Services (Alox Corporation)

A specialized subsidiary responsible for product logistics within the Akebono Brake Group.

Growth Drivers

  • Increased orders for automotive aftermarket parts and rolling stock products (further increases in industrial machinery and rolling stock products expected in the next fiscal year)
  • Continued progress in passing through raw material and energy cost increases to sales prices
  • Effects of rationalization measures such as productivity improvements and expense reductions
  • Promotion of cost structure reform and immediately effective sales expansion under the medium-term management plan
  • Improved profitability through better materials procurement

Risks

  • Risk of declining production volume and order fluctuations at domestic completed vehicle manufacturers (orders expected to decline next fiscal year due to discontinuation of production of certain vehicle models)
  • Decline in domestic sales due to the transfer of production of existing products to Europe
  • Pressure on profitability from rising raw material prices and energy costs
  • Increased labor costs due to wage increases
  • Contingent liabilities related to recalls associated with previously manufactured and sold brake products (reasonable estimation of impact is difficult)
  • Non-compliance with the Tokyo Stock Exchange Prime Market listing maintenance standard for tradable share ratio (35% or more), currently under a special exception through the end of March 2030

Last updated: June 23, 2026