TSUBAKIMOTO KOGYO CO.,LTD.
8052・Prime Market・Wholesale Trade
East Japan Headquarters
Domestic core area segment covering Hokkaido, Tohoku, Koshinetsu, and Kanto regions
| Period | Current | Previous | Change |
|---|---|---|---|
| Net sales (external customers) | ¥44,548 million | ¥44,627 million | ↓ |
| Segment profit (operating income) | ¥2,883 million | ¥3,227 million | ↓ |
| Segment assets | ¥21,899 million | ¥19,302 million | ↑ |
| Orders received (before adjustment) | ¥42,094 million | ¥46,359 million | ↓ |
| Order backlog | ¥24,232 million | ¥26,927 million | ↓ |
Business Details
Covers the Hokkaido, Tohoku, Koshinetsu, and Kanto regions as its sales area, including 6 subsidiaries. Mainly handles Power Transmission Components (various drive components such as reducers, various conveyance components such as conveyor chains, control equipment, sensors, etc.) and Equipment & Systems (clean energy-related equipment, pharmaceutical-related equipment, FA systems, etc.). Accounts for approximately 34% of total consolidated net sales, contributing to customer productivity improvement through parts supply to industry in general and proposals for automation and labor-saving equipment.
Recent Overview
Net sales and profit both declined slightly year on year, impacted by weaker demand for automotive and semiconductor-related parts
In FY2026 (ending March 2026), East Japan Headquarters recorded net sales of ¥44,548 million (down 0.2% year on year) and segment profit of ¥2,883 million (down 10.7% year on year), a modest decline in both revenue and profit. Within Power Transmission Components, sales for general industry remained solid, but automotive-related parts and semiconductor manufacturing equipment-related parts declined year on year due to decreasing and changing demand. Equipment & Systems recorded solid sales of general industrial machinery, etc., exceeding the prior year, but this was insufficient to offset the overall decline. Orders received also decreased to ¥42,094 million (down 9.2% year on year), and the order backlog shrank to ¥24,232 million (down 10.0% year on year).
Key Products
Growth Drivers
- Earnings contribution from solid orders and sales recognition of general industrial machinery, etc. related to Equipment & Systems
- Stable demand for Power Transmission Components for general industry
- Expansion of demand for Equipment & Systems against a backdrop of rising needs for automation and labor saving
- Stable earnings contribution from the sequential recognition of sales from the order backlog (¥24,232 million)
- Strengthening of the integrated manufacturing-and-sales cooperation and collaboration with the Tsubakimoto Chain Group
Risks
- Downward pressure on Power Transmission Components sales due to declining and changing demand for automotive-related parts and semiconductor manufacturing equipment-related parts
- Uncertainty regarding the outlook and impact on capital expenditure sentiment due to continued global inflation, China's economic slowdown, and Middle East conflicts
- Impact on next-period sales due to the year-on-year decrease in orders received and order backlog (orders received down 9.2%, order backlog down 10.0%)
- Risk of construction delays and additional cost incurrence in Equipment & Systems projects (uncertainty in sales recognition estimates based on progress)
- Risk of stagnant economic activity due to chronic labor shortages and the risk of customers revising their capital expenditure plans
Last updated: June 24, 2026