ENVALITH
株式会社たけびし logo

TAKEBISHI CORPORATION

7510Prime MarketWholesale Trade

株式会社たけびし logo
TAKEBISHI CORPORATION7510

FA & Device Business

Core segment accounting for approximately 70% of consolidated net sales, centered on Industrial Equipment Systems and Semiconductors & Devices sales

PeriodCurrentPreviousChange
Net sales (full year)¥77,634 million¥73,753 million
Operating income (full year)¥2,769 million¥2,518 million
Segment assets¥43,998 million¥41,614 million
Share of net sales70.7%73.0%
Unamortized goodwill balance¥73 million¥365 million

Business Details

This segment primarily engages in the sale and software development of Industrial Equipment Systems (equipment systems, FA equipment, industrial processing machines, etc.) and Semiconductors & Devices (electronic components, industrial PCs, security cameras, etc.). Its main targets are domestic and overseas manufacturing and semiconductor-related customers, with the business conducted by the Company, Takebishi (Shanghai) Electronics Trading Co., Ltd., TAKEBISHI (THAILAND) CO., LTD., Takebishi Hong Kong Co., Ltd., Le Champ (South East Asia) Pte Ltd, Takebishi Kosan Co., Ltd., and Umezawa Musen Denki Co., Ltd. Net sales for FY2026 (ending March 2026) were ¥77,634 million, accounting for 70.7% of consolidated net sales.

Recent Overview

The Semiconductors & Devices division led growth with a 13.8% increase, driving segment-wide net sales up 5.3% and operating income up 10.0% year on year

In FY2026 (ending March 2026), the FA & Device Business recorded net sales of ¥77,634 million (up 5.3% year on year) and operating income of ¥2,769 million (up 10.0% year on year). The Semiconductors & Devices division grew significantly to ¥38,056 million (up 13.8% year on year), supported by steady electronic component sales to India, expansion of the security camera ODM business, and an increase in industrial PCs for AI-related applications. Meanwhile, the Industrial Equipment Systems division declined to ¥39,578 million (down 1.9% year on year) due to prolonged FA equipment inventory adjustments and a decrease in industrial mechatronics projects. The impairment loss (¥71 million) recorded in the prior period was zero in the current period. The unamortized goodwill balance decreased significantly from ¥365 million to ¥73 million.

Key Products

product
Industrial Equipment Systems

Sales of industrial mechatronics products including equipment systems (mainly for semiconductor and LCD applications), FA equipment, and electrical discharge machines/laser processing machines, driven by manufacturing capital expenditure and automation demand. Net sales for FY2026 (ending March 2026) were ¥39,578 million (down 1.9% year on year). FA equipment was affected by prolonged customer inventory adjustments, but equipment systems increased.

product
Semiconductors & Devices

Contributions came from electronic components for infrastructure equipment and automotive applications in India, expansion of the ODM business for security cameras amid heightened security awareness, and an increase in industrial PCs for AI-related applications. Net sales for FY2026 (ending March 2026) were ¥38,056 million (up 13.8% year on year).

Growth Drivers

  • Increase in equipment systems (for semiconductor and LCD applications) driven by manufacturing capital expenditure and automation demand
  • Expansion of the security camera ODM business and industrial PCs for AI-related applications
  • Steady trends in electronic components for infrastructure equipment and automotive applications in India
  • Promotion of the "Global" and "Automation" growth strategies under the medium-term management plan "T-Link1369"
  • Expansion of overseas sales leveraging global bases in Southeast Asia, China, India, etc.

Risks

  • Sluggish FA equipment demand due to prolonged customer inventory adjustments
  • Risk of loss of large-scale orders for industrial processing machines (electrical discharge machines, laser processing machines)
  • Risk of demand fluctuations for semiconductor market distribution products
  • Concerns over a global economic slowdown due to uncertainty surrounding US trade policy and geopolitical risk
  • Risk of impairment of goodwill and customer-related assets (unamortized goodwill balance of ¥73 million, customer-related asset balance of ¥355 million)

Last updated: June 23, 2026