3036
Alconix Co., Ltd.
アルコニックス株式会社
Wholesale Trade
ALCONIX Corporation imports, exports, and sells non-ferrous metal products in Japan and internationally. It operates through four segments: Electronic and Advanced Materials, Aluminum and Copper Products, Equipment and Materials, and Metal Processing. The company is involved in the trading of electronic and advanced materials, including materials for electronic materials and components, minor metal and rare earth raw materials (ore and ingot), and battery related parts and materials. It also engages in the manufacture of equipment and materials related to inspection and measurement of products, and materials used in automobiles and semiconductors; and electronic devices, plating materials for semiconductors and busbars for power distribution. In addition, the company involved in the processing of metals, which include precision mechanical parts used in telecommunications equipment and other devices, semiconductor surface mounting equipment; precision grinding processing parts for manufacturing equipment in the automobile and industrial machinery industries; precision stamping dies and stamping parts for the automobile industry; and metal processed components used in air conditioning equipment and automotive parts, stamping work for precision connector metal terminal parts, stamping and cutting work for lithium-ion batteries and HDD parts. The company was formerly known as Nissho Iwai Alconix Corporation and changed its name to ALCONIX Corporation in April 2005. ALCONIX Corporation was incorporated in 1981 and is headquartered in Tokyo, Japan.
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Overview
Filings & Signals
Ownership
Financials
▾ Collapse Charts
Income Statement
Balance Sheet
Cash Flow
Ratios & Per Share
Metric
FY 2024
EDINET ↗
FY 2023
EDINET ↗
FY 2022
EDINET ↗
FY 2021
EDINET ↗
Net Sales
¥197.0B
¥174.9B
¥178.3B
¥156.3B
Cost of Sales
¥171.0B
¥152.0B
¥153.3B
¥130.5B
Gross Profit
¥26.0B
¥22.9B
¥25.1B
¥25.8B
SG&A
¥19.1B
¥17.5B
¥16.7B
¥14.7B
Operating Income
¥6.9B
¥5.5B
¥8.4B
¥11.0B
Non-Operating Income
¥1.8B
¥1.3B
¥924M
¥851M
Dividend Income
¥548M
¥632M
¥445M
¥445M
Interest Income
¥169M
¥185M
¥64M
¥44M
Non-Operating Expenses
¥1.2B
¥1.3B
¥1.1B
¥863M
Interest Expense
¥973M
¥1.1B
¥840M
¥519M
Ordinary Income
¥7.5B
¥5.4B
¥8.2B
¥11.0B
Pre-tax Income
¥7.5B
¥3.8B
¥8.5B
¥11.2B
Income Taxes
¥2.6B
¥2.2B
¥2.9B
¥3.6B
Current Tax
¥3.2B
¥2.7B
¥2.7B
¥3.9B
Deferred Tax
¥-550M
¥-549M
¥206M
¥-295M
Net Income (owners)
¥4.8B
¥1.6B
¥5.5B
¥7.5B
Minority Interest
¥68M
¥52M
¥50M
¥88M
Comprehensive Income
¥6.2B
¥4.9B
¥7.3B
¥9.9B
EBITDA
¥11.7B
¥10.3B
¥13.2B
¥15.2B
Goodwill Amort. (J-GAAP)
¥335M
¥337M
¥874M
¥640M
EPS
¥159.31
¥53.05
¥182.40
¥282.54
Shares Outstanding
30.4M
30.3M
30.2M
30.2M
Shares Issued (total)
31.1M
31.0M
31.0M
31.0M
Treasury Shares
0.7M
0.8M
0.8M
0.8M
Metric
FY 2024
EDINET ↗
FY 2023
EDINET ↗
FY 2022
EDINET ↗
FY 2021
EDINET ↗
Total Assets
¥196.6B
¥182.9B
¥191.9B
¥176.4B
Current Assets
¥144.4B
¥132.5B
¥144.2B
¥135.1B
Cash & Deposits
¥18.8B
¥21.5B
¥27.0B
¥26.7B
Trade Receivables
¥55.4B
¥50.5B
¥55.1B
¥53.2B
Non-Current Assets
¥52.3B
¥50.3B
¥47.7B
¥41.3B
PP&E
¥37.4B
¥31.7B
¥32.0B
¥25.1B
Goodwill
¥907M
¥1.0B
¥1.4B
¥1.9B
Intangible Assets
¥3.0B
¥3.1B
¥3.8B
¥4.7B
Investment Securities
¥8.6B
¥11.9B
¥10.5B
¥10.2B
Deferred Tax Assets
¥740M
¥436M
¥423M
¥346M
Total Liabilities
¥126.3B
¥116.5B
¥128.8B
¥119.1B
Current Liabilities
¥103.2B
¥89.7B
¥100.3B
¥94.6B
Accounts Payable
¥47.0B
¥36.5B
¥40.9B
¥43.4B
ST Debt
¥31.3B
¥29.9B
¥43.8B
¥37.8B
Taxes Payable
¥2.4B
¥1.5B
¥1.6B
¥2.7B
Non-Current Liabilities
¥23.1B
¥26.8B
¥28.5B
¥24.5B
Total LT Borrowings
¥15.2B
¥18.3B
¥20.9B
¥18.9B
Pension Obligations
¥901M
¥1.1B
¥1.1B
¥994M
Deferred Tax Liab.
¥3.3B
¥3.5B
¥3.2B
¥2.9B
Total Equity
¥70.3B
¥66.3B
¥63.0B
¥57.3B
Capital Stock
¥5.9B
¥5.8B
¥5.8B
¥5.8B
Capital Surplus
¥5.4B
¥5.3B
¥5.3B
¥5.2B
Retained Earnings
¥47.3B
¥44.3B
¥44.4B
¥40.6B
Treasury Stock
¥-1.6B
¥-1.2B
¥-1.2B
¥-1.2B
AOCI
¥12.7B
¥11.4B
¥8.2B
¥6.4B
Equity (owners)
¥57.0B
¥54.3B
¥54.3B
¥50.4B
Minority Interests
¥610M
¥601M
¥523M
¥462M
Total Interest-Bearing Debt ⓘ
¥46.5B
¥48.2B
¥64.8B
¥56.6B
Net Cash ⓘ
¥-27.7B
¥-26.7B
¥-37.8B
¥-30.0B
NCAV ⓘ
¥18.1B
¥16.0B
¥15.4B
¥16.0B
NCAV/Share
¥594
¥529
¥508
¥530
BV/Share
¥1,873
¥1,794
¥1,797
¥1,670
Metric
FY 2024
EDINET ↗
FY 2023
EDINET ↗
FY 2022
EDINET ↗
FY 2021
EDINET ↗
Operating CF
¥7.0B
¥15.2B
¥226M
¥-3.3B
Interest Paid
¥-981M
¥-1.1B
¥-838M
¥-512M
Interest Received
¥744M
¥819M
¥436M
¥458M
D&A
¥4.5B
¥4.5B
¥4.0B
¥3.5B
Goodwill Amort.
¥335M
¥337M
¥874M
¥640M
Investing CF
¥-4.7B
¥-2.6B
¥-7.0B
¥-3.3B
CapEx
¥6.5B
¥3.2B
¥4.7B
¥4.1B
Purchase Investments
¥-23M
¥-466M
¥-476M
¥-41M
Proceeds from Invest.
¥2.3B
¥1.6B
¥157M
¥528M
Financing CF
¥-4.8B
¥-19.3B
¥5.9B
¥5.8B
Dividends Paid
¥-1.8B
¥-1.7B
¥-1.6B
¥-1.1B
Share Buybacks
¥-450M
—
—
—
LT Debt Repaid
¥-6.4B
¥-5.2B
¥-6.5B
¥-5.9B
Free Cash Flow
¥463M
¥12.0B
¥-4.5B
¥-7.5B
Net Change in Cash
¥-1.9B
¥-6.1B
¥-129M
¥-737M
Metric
FY 2024
EDINET ↗
FY 2023
EDINET ↗
FY 2022
EDINET ↗
FY 2021
EDINET ↗
ROE
7.1%
2.5%
9.2%
15.1%
ROA
2.5%
0.9%
3.0%
4.3%
EPS
¥159.31
¥53.05
¥182.40
¥282.54
DPS
¥74.00
¥55.00
¥54.00
¥52.00
BPS
¥2,327.12
¥2,180.07
¥2,075.25
¥1,889.53
FCF/Share
¥15
¥396
¥-148
¥-247
NCAV/Share
¥594
¥529
¥508
¥530
Payout Ratio
46.5%
103.7%
29.6%
18.4%
Event Timeline
S Shareholder
A Capital Signal
▾ Hide Chart
Large Shareholder Reports 8
Date Activist Stake Event Flag Demands Source
2025-09-04
Sumitomo Mitsui Trust Bank,Limited
4.65%
change
Passive
—
2024-04-22
FMR LLC
3.91%
-1.17%
change
Passive
—
2024-03-07
FMR LLC
5.08%
-1.22%
change
Passive
—
2024-01-11
FMR LLC
6.3%
-1.12%
change
Passive
—
2023-12-07
FMR LLC
7.42%
-1.45%
change
Passive
—
2023-10-20
FMR LLC
8.87%
change
Passive
—
2023-07-24
Mizuho Bank, Ltd.
5.17%
change
Passive
—
2023-06-07
SMBC Nikko Securities Inc.
4.96%
change
Passive
—
Top 10 Shareholders
Ownership DNA
Cross-Holdings Tracker 6
#
Shareholder
Shares (thou.)
% of Total
1
Japan Master Trust Bank
日本マスタートラスト信託銀行株式会社(信託口)
3,752,100
12.34%
2
Japan Custody Bank
株式会社日本カストディ銀行(信託口)
966,100
3.18%
3
FUJI
株式会社FUJI
948,000
3.12%
4
Mizuho Bank
株式会社みずほ銀行
792,000
2.60%
5
セントラル短資株式会社
550,700
1.81%
6
MUFG Bank
株式会社三菱UFJ銀行
520,000
1.71%
7
Kobe Steel, Ltd.
株式会社神戸製鋼所
500,000
1.64%
8
RE FUND 107-CLIENT AC
RE FUND 107-CLIENT AC (常任代理人 シティバンク、エヌ・エイ東京支店)
491,600
1.62%
9
Employee Stock Ownership Plan
アルコニックス株式会社従業員持株会
484,800
1.59%
10
DFA INTL SMALL CAP VALUE PORTFOLIO (常任代理人 シティバンク、エヌ・エイ東京支店)
412,625
1.36%
Domestic Nominees
15.5%
-1.2% vs 2024
Trust bank custodians — GPIF, pensions, investment trusts
Foreign Custodians
0.0%
+0.0% vs 2024
Sub-custodians for foreign asset managers
Direct / Strategic
15.4%
-1.5% vs 2024
Named entities with disclosed investment intent
Shareholder
Trend
2023
2024
2025
Japan Master Trust Bank
日本マスタートラスト信託銀行
10.72%
10.52%
12.34%
+1.82%
Japan Custody Bank
日本カストディ銀行
6.77%
4.20%
3.18%
-1.02%
FUJI
式会社FUJI
—
3.13%
3.12%
-0.01%
Mizuho Bank
みずほ銀行
2.62%
2.62%
2.60%
-0.02%
セントラル短資
NEW ENTRY
—
—
—
1.81%
NEW
MUFG Bank
式会社三菱UFJ銀行
1.72%
1.72%
1.71%
-0.01%
Kobe Steel, Ltd.
式会社神戸製鋼所
3.31%
2.97%
1.64%
-1.33%
RE FUND 107-CLIENT AC
1.50%
1.65%
1.62%
-0.03%
Employee Stock Ownership Plan
アルコニックス株式会社従業員持株会
—
1.39%
1.59%
+0.20%
DFA INTL SMALL CAP VALUE PORTFOLIO
NEW ENTRY
—
—
—
1.36%
NEW
Fidelity
last seen 2024
Exited Top 10
7.82%
3.45%
—
Sumitomo Mitsui Trust Bank
三井住友信託銀行
last seen 2024
Exited Top 10
1.97%
1.97%
—
式会社FUJI
last seen 2023
Exited Top 10
3.14%
—
—
Morgan Stanley
last seen 2023
Exited Top 10
1.42%
—
—
Concentration (HHI)
ⓘ
261
177
195
3 fiscal years · top-10 holders per year · >2,500 HHI = high concentration · entity-resolved
Portfolio Book Value
¥2,073M
-16% since 2023
Holdings
6
3 exited
Trend
2 unwinding
vs 2023
Held Company
FY2025
¥2,073M total
FY2023
¥2,468M total
Book Val ¥M
Shares
Book Val ¥M
Shares
FUJI CORPORATION
株式会社FUJI
791
378,400
845
378,400
M
三桜工業株式会社
514
780,000
514
780,000
DAIKI ALUMINIUM INDUSTRY CO.,LTD.
株式会社大紀アルミニウム工業所
375
378,000
539
378,000
M
Kobe Steel, Ltd.
株式会社神戸製鋼所
190
-50.0%
↓
110,000
231
220,000
M
AHRESTY CORPORATION
株式会社アーレスティ
129
200,000
103
200,000
M
KITZ CORPORATION
株式会社キッツ
74
-50.0%
↓
63,650
118
127,300
M
JAPAN PURE CHEMICAL CO.,LTD.
日本高純度化学株式会社
—
−100%
Exit
—
45
17,300
M
第一稀元素化学工業株式会社 (注)2.
—
−100%
Exit
—
50
50,000
株式会社ティラド (注)2.
—
−100%
Exit
—
23
10,000
Portfolio total
2,073
2,468
Book value in ¥M · ↓ reduced · ↑ increased vs prior year · M = mutual holding