TAIHO KOGYO CO.,LTD.

6470 大豊工業株式会社

Machinery · Standard · TSE: Disclosed

PRICE: ¥1,112 · MKT CAP: ¥31.5B · P/E: — · P/B: 0.50x · DIV YIELD: 1.8%

PRICE — 5Y

Characteristics & Business Summary

Taiho Kogyo Co., Ltd. manufactures and sells bearings in Japan. It offers engine parts, such as vacuum pumps, exhaust valves, turbocharger parts, and engine bearings; drive auxiliary bearing and compressor parts; and noise damping PCU covers, stack manifold...

Income Statement Highlights (¥ Million, except EPS/DPS in ¥)

Fiscal Period	FY 2020	FY 2021	FY 2022	FY 2023	FY 2024	FY 2025	Forecast
Net Sales	92,945	98,820	105,161	112,044	112,789	119,378	120,000
Operating Profit	710	1,108	694	2,489	610	2,589	4,500
Ordinary Profit	788	1,650	1,211	3,236	910	3,007	—
Net Profit	300	621	399	1,747	-4,187	-5,967	3,600
EPS	¥10	¥21	¥14	¥60	¥-148	¥-211	—
DPS	¥20	¥22	¥20	¥20	¥20	¥10	—

Balance Sheet & Valuation Highlights

Total Assets ¥115B

Net Assets (Equity) ¥64B

Equity Ratio 55.4%

ROE (Return on Equity) -11.5%

Cash & Equivalents ¥23B

Interest-Bearing Debt ¥25B

Capital Expenditure (CapEx) ¥5B

Depreciation & Amort. ¥7B

Major Shareholders

1. TOYOTA MOTOR CORPORATION 34.2%
2. Japan Master Trust Bank 8.1%
3. Toyota Industries Corporation 5.0%
4. 日本発条株式会社 4.8%
5. TOYOTA TSUSHO CORPORATION 3.7%
6. Employee Stock Ownership Plan 2.7%
7. Japan Custody Bank 1.8%
8. Business Partner Stock Ownership Plan 1.4%
9. AISIN CORPORATION 1.1%
10. 豊田信用金庫 1.0%

Activist Activity

fundnote Co., Ltd. 10.8%

2026-06-09 · increase

fundnote 9.79%

2026-04-22 · change

fundnote 8.68%

2026-03-23 · change

fundnote 5.54%

2026-02-20 · initial_5pct

Historical Per-Share Data & Valuation Ratios

Per Share Metric	FY 2020	FY 2021	FY 2022	FY 2023	FY 2024	FY 2025	Forecast
Revenues per share	¥3,204	¥3,406	¥3,652	¥3,877	¥3,984	¥4,217	—
FCF/Share	¥19	¥86	¥7	¥160	¥-135	¥138	—
EPS	¥10	¥21	¥14	¥60	¥-148	¥-211	—
DPS	¥20	¥22	¥20	¥20	¥20	¥10	—
Capital Spending per share	¥175	¥159	¥197	¥212	¥356	¥161	—
Book Value per share	¥2,162	¥2,160	¥2,163	¥2,198	¥2,063	¥1,834	—
Common Shares Outstanding	29M	29M	29M	29M	28M	—	—

Financial Aggregates & Margins

Financial Aggregate	FY 2020	FY 2021	FY 2022	FY 2023	FY 2024	FY 2025	Forecast
Revenues (Net Sales)	¥93B	¥99B	¥105B	¥112B	¥113B	¥119B	¥120B
Operating Margin (%)	0.8%	1.1%	0.7%	2.2%	0.5%	2.2%	3.8%
Net Profit (owners)	¥0B	¥1B	¥0B	¥2B	¥-4B	¥-6B	¥4B
Net Profit Margin (%)	0.3%	0.6%	0.4%	1.6%	-3.7%	-5.0%	3.0%
Working Capital	¥8B	¥11B	¥12B	¥16B	¥11B	¥16B	—
Total Debt (Interest-bearing)	¥28B	¥25B	¥23B	¥23B	¥26B	¥25B	—
Net Worth (Common Equity)	¥63B	¥63B	¥62B	¥64B	¥58B	¥52B	—
Return on Total Assets (ROA)	0.3%	0.5%	0.4%	1.5%	-3.4%	-5.2%	—
Return on Common Equity (ROE)	0.5%	1.0%	0.6%	2.7%	-7.2%	-11.5%	—

Business Summary & Analysis

Capital Strategy Targets

No active capital policy disclosure records found.