7278
EXEDY Corporation
株式会社エクセディ
Transportation Equipments
EXEDY Corporation, together with its subsidiaries, manufactures and sells manual and automatic transmission vehicle parts in Japan and internationally. The company provides torque converters, AT parts, clutch covers, clutch discs, and motorsports for passenger vehicles, trucks, buses, and motorsports. It also offers separate type power shift transmissions, retarders, and dampers discs for construction machinery; differential direct connection type power shift transmissions for industrial vehicles, such as forklifts; and dual clutches for agricultural machinery. In addition, the company provides dry type pulley centrifugal clutches, wet type centrifugal clutches, wet type multi-plate clutches with coil springs, wet type multi-plate clutches with DSPs, and one-way clutches. The company was formerly known as Daikin Manufacturing Co., Ltd and changed its name to EXEDY Corporation in 1995. EXEDY Corporation was incorporated in 1950 and is headquartered in Neyagawa, Japan.
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Overview
Filings & Signals
Ownership
Financials
▾ Collapse Charts
Income Statement
Balance Sheet
Cash Flow
Ratios & Per Share
Metric
FY 2025
TDnet
FY 2024
EDINET ↗
FY 2023
EDINET ↗
FY 2022
EDINET ↗
FY 2021
EDINET ↗
Net Sales
—
¥309.6B
¥308.3B
¥285.6B
¥261.1B
Cost of Sales
—
¥250.1B
¥254.5B
¥240.9B
¥213.2B
Gross Profit
—
¥59.4B
¥53.9B
¥44.8B
¥47.9B
SG&A
—
¥36.5B
¥37.4B
¥32.9B
¥30.6B
Operating Income
—
¥21.8B
¥-15.4B
¥8.8B
¥18.3B
Non-Operating Income
—
¥579M
¥3.3B
¥2.1B
¥2.1B
Interest Income
—
¥470M
¥364M
¥248M
¥223M
Non-Operating Expenses
—
¥1.4B
¥1.2B
¥1.1B
¥961M
Interest Expense
—
¥643M
¥642M
¥794M
¥737M
Pre-tax Income
—
¥20.4B
¥-13.3B
¥9.9B
¥19.5B
Net Income (owners)
—
¥12.7B
¥-10.0B
¥4.6B
¥12.5B
Minority Interest
—
¥1.3B
¥933M
¥646M
¥1.3B
Comprehensive Income
—
¥14.2B
¥-158M
¥9.6B
¥23.4B
EBITDA
—
¥36.2B
¥3.8B
¥28.7B
¥37.8B
Shares Outstanding
—
36.6M
47.0M
47.0M
46.9M
Shares Issued (total)
—
48.6M
48.6M
48.6M
48.6M
Treasury Shares
—
12.0M
1.6M
1.6M
1.7M
Metric
FY 2025
TDnet
FY 2024
EDINET ↗
FY 2023
EDINET ↗
FY 2022
EDINET ↗
FY 2021
EDINET ↗
Total Assets
—
¥303.9B
¥321.9B
¥331.9B
¥332.8B
Current Assets
—
¥168.5B
¥176.9B
¥163.5B
¥155.2B
Cash & Deposits
—
¥68.2B
¥74.0B
¥59.5B
¥55.4B
Non-Current Assets
—
¥135.4B
¥145.0B
¥168.4B
¥177.6B
PP&E
—
¥107.8B
¥117.8B
¥154.6B
¥163.0B
Goodwill
—
¥2.2B
¥984M
¥984M
¥528M
Deferred Tax Assets
—
¥14.6B
¥16.6B
¥6.4B
¥6.0B
Total Liabilities
—
¥109.6B
¥88.4B
¥92.0B
¥96.8B
Current Liabilities
—
¥47.6B
¥54.7B
¥56.1B
¥58.9B
ST Debt
—
¥4.7B
¥6.3B
¥8.2B
¥10.4B
Non-Current Liabilities
—
¥62.0B
¥33.7B
¥35.8B
¥37.9B
Total LT Borrowings
—
¥51.5B
¥23.6B
¥25.4B
¥27.5B
Deferred Tax Liab.
—
¥24M
¥30M
¥697M
¥1.2B
Total Equity
—
¥194.3B
¥233.5B
¥239.9B
¥236.0B
Capital Surplus
—
¥4.2B
¥7.5B
¥7.5B
¥7.6B
Retained Earnings
—
¥194.2B
¥188.1B
¥202.8B
¥202.2B
Treasury Stock
—
¥-43.8B
¥-3.7B
¥-3.7B
¥-3.8B
AOCI
—
¥17.6B
¥18.3B
¥10.6B
¥7.5B
Equity (owners)
—
¥180.5B
¥218.5B
¥225.6B
¥221.8B
Minority Interests
—
¥13.8B
¥15.0B
¥14.3B
¥14.3B
Total Interest-Bearing Debt ⓘ
—
¥56.3B
¥30.0B
¥33.7B
¥37.9B
Net Cash ⓘ
—
¥11.9B
¥44.1B
¥25.9B
¥17.5B
NCAV ⓘ
—
¥58.8B
¥88.5B
¥71.5B
¥58.4B
NCAV/Share
—
¥1,606
¥1,884
¥1,522
¥1,245
BV/Share
—
¥4,927
¥4,653
¥4,804
¥4,725
Metric
FY 2025
TDnet
FY 2024
EDINET ↗
FY 2023
EDINET ↗
FY 2022
EDINET ↗
FY 2021
EDINET ↗
Operating CF
—
¥31.5B
¥37.6B
¥27.2B
¥28.4B
D&A
—
¥14.3B
¥19.3B
¥19.9B
¥19.5B
Investing CF
—
¥-8.7B
¥-13.4B
¥-12.8B
¥-15.5B
CapEx
—
¥7.6B
¥8.9B
¥12.0B
¥13.9B
Purchase Investments
—
¥-808M
¥-3.4B
—
—
Financing CF
—
¥-28.7B
¥-11.4B
¥-11.2B
¥-10.5B
Free Cash Flow
—
¥23.9B
¥28.7B
¥15.3B
¥14.5B
Net Change in Cash
—
¥-5.9B
¥14.5B
¥4.1B
¥3.8B
Metric
FY 2025
TDnet
FY 2024
EDINET ↗
FY 2023
EDINET ↗
FY 2022
EDINET ↗
FY 2021
EDINET ↗
ROE
—
6.0%
-4.2%
1.9%
5.3%
ROA
—
4.1%
-3.1%
1.4%
3.7%
DPS
¥150.00
¥250.00
¥120.00
¥90.00
¥90.00
FCF/Share
—
¥653
¥611
¥325
¥309
NCAV/Share
—
¥1,606
¥1,884
¥1,522
¥1,245
Event Timeline
S Shareholder
A Capital Signal
▾ Hide Chart
Large Shareholder Reports 28
Date Activist Stake Event Flag Demands Source
2026-04-06
―
10.2%
-0.71%
change
✓ Activist
—
2026-02-17
―
10.91%
-1.06%
change
✓ Activist
—
2026-01-05
―
11.97%
-1.06%
change
✓ Activist
—
2025-11-19
―
13.03%
-1.06%
change
✓ Activist
—
2025-09-18
―
14.09%
-1.06%
change
✓ Activist
—
2025-09-10
―
15.15%
-1.08%
change
✓ Activist
—
2025-04-11
―
16.23%
-0.38%
change
✓ Activist
—
2025-03-27
―
16.61%
-1.19%
change
✓ Activist
—
2025-03-24
―
17.8%
-1.13%
change
✓ Activist
—
2025-01-06
―
18.93%
-1.12%
change
✓ Activist
—
2024-12-26
―
20.05%
-1.15%
change
✓ Activist
—
2024-12-23
―
21.2%
-1.25%
change
✓ Activist
—
2024-11-05
―
22.45%
+1.18%
change
✓ Activist
—
2024-10-29
―
21.27%
+1.0%
change
✓ Activist
—
2024-10-16
―
20.27%
+1.04%
change
✓ Activist
—
2024-10-09
―
19.23%
+1.24%
change
✓ Activist
—
2024-09-19
―
17.99%
+1.37%
change
✓ Activist
—
2024-09-02
―
16.62%
+1.13%
change
✓ Activist
—
2024-08-06
―
15.49%
+1.47%
change
✓ Activist
—
2024-07-31
―
14.02%
+1.21%
change
✓ Activist
—
2024-06-24
―
12.81%
+2.68%
change
✓ Activist
—
2024-06-21
―
10.13%
+1.49%
change
✓ Activist
—
2024-06-20
―
8.64%
+1.1%
change
✓ Activist
—
2024-06-19
―
7.54%
+1.04%
change
✓ Activist
—
2024-06-18
―
6.5%
+1.04%
change
✓ Activist
—
2024-06-17
―
5.46%
initial_5pct
✓ Activist
—
2024-06-06
AISIN CORPORATION
3.87%
-25.83%
change
Passive
—
2024-05-31
AISIN CORPORATION
29.7%
initial_5pct
Passive
—
Capital Allocation Signals 1
Date
Type
Amount
Summary
2026-04-27
16:00
Buyback
¥8.0B 5.5%
Exedy Corporation board of directors authorized a share buyback program on April 27, 2026 to acquire up to 2.0 million s…
Summary
Exedy Corporation board of directors authorized a share buyback program on April 27, 2026 to acquire up to 2.0 million shares (5.47% of outstanding shares) for a maximum of JPY 8.0 billion through open market purchases on Tokyo Stock Exchange between May 1 and December 31, 2026. The buyback is intended to improve capital efficiency and enhance shareholder returns.
Deadline: 2026-12-31
% of Shares: 5.5%
Shares: 2,000,000
Source (JP)
自己株式取得に係る事項について、下記のとおり決議しましたので、お知らせいたします。取得対象株式の種類 当社普通株式、取得し得る株式の総数 2,000,000 株、株式の取得価額の総額 80 億円
Top 10 Shareholders
Ownership DNA
Cross-Holdings Tracker 8
#
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)
4,152
11.30%
2
株式会社シティインデックスファースト
3,574
9.70%
3
株式会社レノ
2,279
6.20%
4
株式会社シティインデックスイレブンス
1,862
5.10%
5
Employee Stock Ownership Plan
エクセディ従業員持株会
1,730
4.70%
6
Japan Custody Bank
株式会社日本カストディ銀行(信託口)
1,211
3.30%
7
芭蕉会
1,155
3.10%
8
State Street Bank and Trust Company
STATE STREET BANK AND TRUST COMPANY 505103 (常任代理人株 式会社みずほ銀行決済営業部)
889
2.40%
9
State Street Bank and Trust Company
STATE STREET BANK AND TRUST COMPANY 505223 (常任代理人 株式会社みずほ銀行決済営業部)
712
1.90%
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)
470
1.30%
Domestic Nominees
14.6%
+2.4% vs 2024
Trust bank custodians — GPIF, pensions, investment trusts
Foreign Custodians
4.3%
+1.3% vs 2024
Sub-custodians for foreign asset managers
Direct / Strategic
30.1%
-10.2% vs 2024
Named entities with disclosed investment intent
Shareholder
Trend
2023
2024
2025
Activist
Japan Master Trust Bank
日本マスタートラスト信託銀行
↑
9.40%
9.40%
11.30%
+1.90%
式会社シティインデックスファースト
NEW ENTRY
—
—
—
9.70%
NEW
式会社レノ
NEW ENTRY
—
—
—
6.20%
NEW
City Index Eleventh
Activist
NEW ENTRY
—
—
—
5.10%
NEW
Employee Stock Ownership Plan
エクセディ従業員持株会
↑
1.30%
1.20%
4.70%
+3.50%
State Street
—
1.40%
4.30%
+2.90%
Japan Custody Bank
日本カストディ銀行
3.70%
2.80%
3.30%
+0.50%
芭蕉会
2.90%
3.00%
3.10%
+0.10%
DFA INTL SMALL CAP VALUE PORTFOLIO
NEW ENTRY
1.30%
—
1.30%
NEW
AISIN CORPORATION
式会社アイシン
last seen 2024
Exited Top 10
15.40%
15.40%
—
アイシンヨーロッパSA
last seen 2024
Exited Top 10
9.60%
9.60%
—
アイシンホールディングスオブアメリカ
last seen 2024
Exited Top 10
9.60%
9.60%
—
BNY Mellon
last seen 2024
Exited Top 10
—
1.60%
—
RE FUND 107-CLIENT AC
last seen 2024
Exited Top 10
1.60%
1.50%
—
Northern Trust
last seen 2023
Exited Top 10
1.30%
—
—
Concentration (HHI)
ⓘ
540
535
349
3 fiscal years · top-10 holders per year · >2,500 HHI = high concentration · entity-resolved
Portfolio Book Value
¥1,475M
+37% since 2023
Holdings
8
Trend
3 building
vs 2023
Held Company
FY2025
¥1,475M total
FY2023
¥1,078M total
Book Val ¥M
Shares
Book Val ¥M
Shares
ISUZU MOTORS LIMITED
いすゞ自動車㈱
370
+8.3%
↑
183,346
267
169,352
TOYOTA MOTOR CORPORATION
トヨタ自動車㈱
349
133,250
251
133,250
suzuki motor corporation
スズキ㈱
304
+300.0%
↑
168,000
202
42,000
M
SUBARU CORPORATION
㈱SUBARU
179
67,600
143
67,600
KOMATSU LTD.
㈱小松製作所
174
40,505
133
40,505
HANWA CO.,LTD.
阪和興業㈱
67
13,600
54
13,600
M
HONDA MOTOR CO., LTD.
本田技研工業㈱
24
+221.9%
↑
17,707
19
5,500
ANAホ-ルディングス㈱
8
3,000
9
3,000
M
Portfolio total
1,475
1,078
Book value in ¥M · ↓ reduced · ↑ increased vs prior year · M = mutual holding