8059
Daiichi Jitsugyo Co., Ltd.
第一実業株式会社
Wholesale Trade
Daiichi Jitsugyo Co., Ltd., engages in the import, export, and sale of plant and machinery equipment in Japan. The company offers natural resources development, petroleum, chemicals, pulp manufacturing equipment, decarbonization and renewable energy solutions, digital transformation, and engineering services. It also provides lithium-ion battery and fuel cell, as well as research and development on next-generation batteries; and recycling services. In addition, the company offers industrial machinery, including home appliances/office automation, food packaging, medical and housing equipment, distribution materials, and strawberry cultivation seedlings; and electronic products, such as surface mount technology, logistics automation solution, and semiconductors and electronic components, as well as assembly lines, automated machines, and custom-built equipment. Further, it provides interior and exterior parts, powertrain, car electronics/adas products; technology and equipment development, marketing, and consulting services; tow tractors, aircraft de-icers, container loaders, and passenger stairs; airport rescue and fire fighting, airport snow removal vehicles, runway friction testers, medical equipment transport vehicles, glycol recovery vehicles, and automatic explosive detection systems for airport companies; Disaster Preparedness/defense; and maintenance, repair, and spare parts supply. Daiichi Jitsugyo Co., Ltd. was incorporated in 1948 and is headquartered in Chiyoda, Japan.
Price
¥3,115
Market Cap
¥99.3B
Ent. Value
¥65.6B
Net Cash
¥33.7B
Shares Out.
31.9M
P / E
11.2×
EV / EBIT
5.0×
P / Book
1.25×
P / NCAV
1.70×
Div. Yield
2.95%
Financials
| Metric |
FY 2024
EDINET ↗ |
FY 2023
EDINET ↗ |
FY 2022
EDINET ↗ |
FY 2021
EDINET ↗ |
|---|---|---|---|---|
| Net Sales | ¥221.8B | ¥187.8B | ¥153.7B | ¥148.1B |
| Cost of Sales | ¥184.0B | ¥155.9B | ¥127.0B | ¥123.9B |
| Gross Profit | ¥37.8B | ¥31.9B | ¥26.7B | ¥24.1B |
| SG&A | ¥24.7B | ¥22.8B | ¥20.0B | ¥17.3B |
| Operating Income | ¥13.1B | ¥9.1B | ¥6.7B | ¥6.9B |
| Non-Operating Income | ¥1.2B | ¥1.2B | ¥1.1B | ¥1.1B |
| Dividend Income | ¥644M | ¥456M | ¥280M | ¥233M |
| Interest Income | ¥142M | ¥165M | ¥126M | ¥94M |
| Non-Operating Expenses | ¥746M | ¥1.3B | ¥683M | ¥212M |
| Interest Expense | ¥42M | ¥59M | ¥45M | ¥30M |
| Ordinary Income | ¥13.6B | ¥9.0B | ¥7.1B | ¥7.8B |
| Pre-tax Income | ¥13.7B | ¥10.5B | ¥9.0B | ¥8.0B |
| Income Taxes | ¥4.8B | ¥3.0B | ¥2.8B | ¥2.7B |
| Current Tax | ¥3.9B | ¥3.4B | ¥2.8B | ¥2.4B |
| Deferred Tax | ¥932M | ¥-321M | ¥-47M | ¥215M |
| Net Income (owners) | ¥8.8B | ¥7.5B | ¥6.3B | ¥5.4B |
| Minority Interest | ¥39M | ¥-21M | ¥-43M | ¥11M |
| Comprehensive Income | ¥8.6B | ¥11.8B | ¥7.2B | ¥5.9B |
| EBITDA | ¥14.4B | ¥10.3B | ¥7.8B | ¥7.6B |
| Goodwill Amort. (J-GAAP) | ¥112M | ¥56M | — | — |
| EPS | ¥278.57 | ¥235.33 | ¥591.91 | ¥501.02 |
| Shares Outstanding | 31.9M | 31.7M | 10.6M | 10.7M |
| Shares Issued (total) | 32.8M | 33.3M | 11.1M | 11.1M |
| Treasury Shares | 0.9M | 1.5M | 0.5M | 0.4M |
| Metric |
FY 2024
EDINET ↗ |
FY 2023
EDINET ↗ |
FY 2022
EDINET ↗ |
FY 2021
EDINET ↗ |
||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Total Assets | ¥171.4B | ¥193.8B | ¥152.5B | ¥132.2B | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Current Assets | ¥149.9B | ¥171.6B | ¥135.3B | ¥115.0B | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Cash & Deposits | ¥36.0B | ¥32.0B | ¥34.5B | ¥28.4B | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Trade Receivables | ¥37.6B | ¥53.9B | ¥38.1B | ¥32.9B | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Non-Current Assets | ¥21.4B | ¥22.2B | ¥17.3B | ¥17.2B | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| PP&E | ¥3.3B | ¥3.5B | ¥3.2B | ¥3.1B | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Goodwill | ¥953M | ¥1.1B | — | — | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Intangible Assets | ¥2.1B | ¥2.2B | ¥1.4B | ¥1.7B | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Investment Securities | ¥12.7B | ¥13.1B | ¥10.0B | ¥9.9B | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Deferred Tax Assets | ¥672M | ¥775M | ¥543M | ¥484M | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Total Liabilities | ¥91.5B | ¥120.4B | ¥88.9B | ¥73.5B | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Current Liabilities | ¥87.8B | ¥116.9B | ¥86.5B | ¥71.3B | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Accounts Payable | ¥32.0B | ¥39.4B | ¥33.7B | ¥28.7B | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| ST Debt | ¥2.2B | ¥6.8B | ¥5.1B | ¥7.1B | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Taxes Payable | ¥1.9B | ¥2.0B | ¥1.4B | ¥1.4B | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Non-Current Liabilities | ¥3.7B | ¥3.5B | ¥2.4B | ¥2.2B | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Total LT Borrowings | — | ¥120M | ¥240M | ¥360M | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Pension Obligations | ¥562M | ¥554M | ¥492M | ¥463M | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Deferred Tax Liab. | ¥2.5B | ¥2.2B | ¥1.1B | ¥974M | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Total Equity | ¥79.9B | ¥73.4B | ¥63.7B | ¥58.7B | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Capital Stock | ¥5.1B | ¥5.1B | ¥5.1B | ¥5.1B | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Capital Surplus | ¥3.8B | ¥3.8B | ¥3.8B | ¥3.8B | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Retained Earnings | ¥62.8B | ¥56.8B | ¥51.3B | ¥46.7B | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Treasury Stock | ¥-858M | ¥-1.5B | ¥-1.5B | ¥-858M | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| AOCI | ¥8.9B | ¥9.1B | ¥4.8B | ¥3.8B | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Equity (owners) | ¥70.8B | ¥64.2B | ¥58.7B | ¥54.7B | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Minority Interests | ¥86M | ¥44M | ¥62M | ¥38M | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Total Interest-Bearing Debt ⓘ | ¥2.2B | ¥6.9B | ¥5.4B | ¥7.4B | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Net Cash ⓘ | ¥33.7B | ¥25.1B | ¥29.1B | ¥21.0B | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| NCAV ⓘ | ¥58.4B | ¥51.2B | ¥46.4B | ¥41.5B | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| NCAV/Share | ¥1,832 | ¥1,615 | ¥4,395 | ¥3,876 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| BV/Share | ¥2,221 | ¥2,024 | ¥5,560 | ¥5,112 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Metric |
FY 2024
EDINET ↗ |
FY 2023
EDINET ↗ |
FY 2022
EDINET ↗ |
FY 2021
EDINET ↗ |
|---|---|---|---|---|
| Operating CF | ¥11.6B | ¥-1.7B | ¥8.9B | ¥-3.4B |
| Interest Paid | ¥-42M | ¥-59M | ¥-45M | ¥-32M |
| Interest Received | ¥786M | ¥644M | ¥394M | ¥343M |
| D&A | ¥1.1B | ¥1.1B | ¥1.0B | ¥774M |
| Goodwill Amort. | ¥112M | ¥56M | — | — |
| Investing CF | ¥-1.3B | ¥-478M | ¥660M | ¥-409M |
| CapEx | ¥405M | ¥648M | ¥498M | ¥215M |
| Purchase Investments | ¥-317M | ¥-221M | ¥-227M | ¥-779M |
| Proceeds from Invest. | ¥251M | ¥1.3B | ¥2.2B | ¥536M |
| Financing CF | ¥-7.7B | ¥-860M | ¥-4.6B | ¥-1.7B |
| Dividends Paid | ¥-2.7B | ¥-2.0B | ¥-1.6B | ¥-1.4B |
| Share Buybacks | ¥0M | ¥-4M | ¥-720M | ¥-5M |
| LT Debt Repaid | ¥-120M | ¥-120M | ¥-120M | ¥-195M |
| Free Cash Flow | ¥11.2B | ¥-2.4B | ¥8.4B | ¥-3.6B |
| Net Change in Cash | ¥3.5B | ¥-2.1B | ¥5.3B | ¥-4.5B |
| Metric |
FY 2024
EDINET ↗ |
FY 2023
EDINET ↗ |
FY 2022
EDINET ↗ |
FY 2021
EDINET ↗ |
|---|---|---|---|---|
| ROE | 11.6% | 10.9% | 10.3% | 9.6% |
| ROA | 4.8% | 4.3% | 4.4% | 4.1% |
| EPS | ¥278.57 | ¥235.33 | ¥591.91 | ¥501.02 |
| DPS | ¥92.00 | ¥123.00 | ¥178.00 | ¥145.00 |
| BPS | ¥2,499.41 | ¥2,311.61 | ¥6,013.95 | ¥5,470.86 |
| FCF/Share | ¥351 | ¥-74 | ¥800 | ¥-340 |
| NCAV/Share | ¥1,832 | ¥1,615 | ¥4,395 | ¥3,876 |
| Payout Ratio | 33.0% | 52.3% | 30.1% | 28.9% |
Event Timeline
S Shareholder
A Capital Signal
Large Shareholder Reports 6
Capital Allocation Signals 2
| Date | Type | Amount | Summary | |
|---|---|---|---|---|
|
2026-05-12
14:00
|
Buyback | ¥2.0B 1.6% | Daiichi Jitsugyo resolved on May 12, 2026 to repurchase up to 500,000 shares (1.6% of outstanding shares) for a maximum … | |
|
Summary
Daiichi Jitsugyo resolved on May 12, 2026 to repurchase up to 500,000 shares (1.6% of outstanding shares) for a maximum of ¥2.0 billion through on-market purchases on the Tokyo Stock Exchange through September 30, 2026. The repurchased shares will be cancelled to optimize capital structure and enhance shareholder returns as part of the company's medium-term management plan MT2027 and capital allocation policy emphasizing cost of capital and stock price awareness.
Deadline: 2026-09-30
% of Shares: 1.6%
Shares: 500,000
Source (JP)
資本構成の最適化と株主還元の充実を図る目的で、自己株式の取得を行うことといたしました。取得した自己株式は市場環境や事業環境を勘案の上、消却を予定しております。
自己株式取得に係る事項の決定に関するお知らせ
TDnet PDF
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|
2026-04-27
17:00
|
Div Increase | ¥125.0/sh +35% | Daiichiジitsugyou corrected a typo in its April 24, 2026 disclosure regarding upward revision of full-year earnings guida… | |
|
Summary
Daiichiジitsugyou corrected a typo in its April 24, 2026 disclosure regarding upward revision of full-year earnings guidance and dividend increase. The annual dividend per share was revised upward to ¥125.00 from the previous forecast of ¥122.00, representing a 3.54% year-over-year increase from prior period actual of ¥92.00 (excluding ¥8.00 special dividend). This is a minor numerical correction only; the dividend policy remains as announced.
YoY: +35%
Source (JP)
前回予想(2025年11月6日公表)から今回修正予想へ、年間配当金が122円00銭から125円00銭に修正。前期実績92円00銭(特別配当8円00銭を含む)との比較で増配。
(訂正・数値データ訂正)「通期業績予想の上方修正及び期末配当予想の修正(増配)に関するお知らせ」の一部訂正について
TDnet PDF
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| # | Shareholder | Shares (thou.) | % of Total |
|---|---|---|---|
| 1 |
UH Partners 2
㈱UH Partners 2
|
3,039 | 9.53% |
| 2 |
The Master Trust Bank of Japan, Ltd. (Trust Account)
日本マスタートラスト信託銀行㈱(信託口)
|
2,698 | 8.46% |
| 3 | 光通信㈱ | 2,387 | 7.49% |
| 4 |
UH Partners 3
㈱UH Partners 3
|
2,381 | 7.47% |
| 5 |
Mizuho Bank
㈱みずほ銀行
|
1,534 | 4.81% |
| 6 |
Sumitomo Mitsui Banking Corporation
㈱三井住友銀行
|
1,532 | 4.81% |
| 7 | ㈱エスアイエル | 1,384 | 4.34% |
| 8 |
MUFG Bank
㈱三菱UFJ銀行
|
1,118 | 3.51% |
| 9 |
Resona Bank
㈱りそな銀行
|
1,015 | 3.18% |
| 10 |
Japan Custody Bank
㈱日本カストディ銀行(信託口)
|
949 | 2.97% |
as of 2025-03-31
Source: EDINET ↗
Ownership by year — hover bars for detail
Domestic Nominees
11.4%
+0.5% 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
45.1%
-0.2% vs 2024
Named entities with disclosed investment intent
Bar = % of shares outstanding · top-10 covers 56.6% · grey = other shareholders · 2025
| Shareholder | Trend | 2023 | 2024 | 2025 |
|---|---|---|---|---|
| UH Partners 2 ㈱UH Partners 2 | 9.59% | 9.58% | 9.53% -0.05% | |
| 日本マスタートラスト信託銀行 | 8.97% | 7.77% | 8.46% +0.69% | |
| 光通信 | 7.54% | 7.53% | 7.49% -0.04% | |
| UH Partners 3 ㈱UH Partners 3 | 6.50% | 7.51% | 7.47% -0.04% | |
| Mizuho Bank みずほ銀行 | 4.84% | 4.84% | 4.81% -0.03% | |
| Sumitomo Mitsui Banking Corporation 三井住友銀行 | 4.84% | 4.83% | 4.81% -0.02% | |
| ㈱エスアイエル | — | 4.35% | 4.34% -0.01% | |
| MUFG Bank ㈱三菱UFJ銀行 | 3.53% | 3.53% | 3.51% -0.02% | |
| Resona Bank りそな銀行 | 3.20% | 3.20% | 3.18% -0.02% | |
| Japan Custody Bank 日本カストディ銀行 | 3.19% | 3.17% | 2.97% -0.20% | |
| 第一実業社員持株会 last seen 2023 | Exited Top 10 | 2.21% | — | — |
| Concentration (HHI) ⓘ | 356 | 364 | 371 |
3 fiscal years · top-10 holders per year · >2,500 HHI = high concentration · entity-resolved
Portfolio Book Value
¥8,659M
+21% since 2023
Holdings
28
+1 new
8 exited
Trend
12 building
vs 2023
| Held Company | FY2025 ¥8,659M total | FY2023 ¥7,165M total | |||
|---|---|---|---|---|---|
| Book Val ¥M | Shares | Book Val ¥M | Shares | ||
|
Mitsubishi UFJ Financial Group, Inc.
㈱三菱UFJフィナンシャル・グループ
|
1,200 |
597,140
|
506 | 597,140 | M |
|
TAKUMA CO., LTD.
㈱タクマ
|
1,049 |
572,000
|
759 | 572,000 | M |
|
Mizuho Financial Group, Inc.
㈱みずほフィナンシャルグループ
|
950 |
234,700
|
440 | 234,700 | M |
|
Shin-Etsu Chemical Co., Ltd.
信越化学工業㈱
|
848 |
+151.5%
↑
200,375
|
1,703 | 79,675 | M |
|
Hokuetsu Corporation
北越コーポレーション㈱
|
719 |
+48.4%
↑
588,743
|
351 | 396,743 | M |
|
Sumitomo Mitsui Financial Group, Inc.
㈱三井住友フィナンシャルグループ
|
649 |
+200.0%
↑
171,015
|
302 | 57,005 | M |
|
Noritake Company Limited
ノリタケ㈱
|
464 |
NEW
New
132,600
|
— | M | |
|
Sompo Holdings, Inc.
SOMPOホールディングス㈱
|
427 |
+133.3%
↑
94,500
|
212 | 40,500 | M |
|
IBIDEN CO.,LTD.
イビデン㈱
|
392 |
+5.5%
↑
98,436
|
490 | 93,327 | |
|
Mitsubishi Kakoki Kaisha, Ltd.
三菱化工機㈱
|
364 |
+200.0%
↑
268,800
|
200 | 89,600 | M |
|
NAGOYA ELECTRIC WORKS CO.,LTD.
名古屋電機工業㈱
|
268 |
+39.4%
↑
237,000
|
266 | 170,000 | M |
| 東洋機械金属㈱ | 250 |
400,000
|
236 | 400,000 | M |
|
ONO PHARMACEUTICAL CO., LTD.
小野薬品工業㈱
|
240 |
150,000
|
414 | 150,000 | M |
|
Japan Petroleum Exploration Co., Ltd.
石油資源開発㈱
|
232 |
+400.0%
↑
200,000
|
178 | 40,000 | |
|
NIPPON SHOKUBAI CO., LTD.
㈱日本触媒
|
209 |
+300.0%
↑
120,000
|
158 | 30,000 | M |
|
SIIX Corp.
シークス㈱
|
190 |
+11.1%
↑
174,432
|
221 | 156,993 | |
|
sanko gosei ltd.
三光合成㈱
|
112 |
171,000
|
103 | 171,000 | |
|
KAWATA MFG. CO., LTD.
㈱カワタ
|
38 |
50,000
|
42 | 50,000 | M |
|
Kawasaki Heavy Industries,Ltd.
川崎重工業㈱
|
17 |
2,000
|
5 | 2,000 | |
|
Daito Pharmaceutical Co., Ltd.
ダイト㈱
|
13 |
+10.0%
↑
6,050
|
13 | 5,500 | |
| 東亜合成㈱ | 8 |
6,250
|
7 | 6,250 | |
|
TOYO ENGINEERING CORPORATION
東洋エンジニアリング㈱
|
8 |
12,623
|
7 | 12,623 | |
|
Tensho Electric Industries Co., Ltd.
天昇電気工業㈱
|
6 |
25,000
|
8 | 25,000 | |
|
譬ェ蠑丈シ夂、セ繝。繝九さ繝ウ
㈱メニコン
|
6 |
+39.8%
↑
5,301
|
10 | 3,791 | |
|
THE NIPPON ROAD CO.,LTD.
日本道路㈱
|
— | — | |||
| 岩崎電気㈱ | — | — | M | ||
|
SUMITOMO HEAVY INDUSTRIES,LTD.
住友重機械工業㈱
|
— | — | |||
|
HI-LEX CORPORATION
㈱ハイレックスコーポレーション
|
— | — | |||
|
KUBOTA CORPORATION
㈱クボタ
|
— |
−100%
Exit
—
|
30 | 15,372 | M |
|
Okura Industrial Co.,Ltd.
大倉工業㈱
|
— |
−100%
Exit
—
|
22 | 11,000 | M |
|
TOYOBO CO.,LTD.
東洋紡㈱
|
— |
−100%
Exit
—
|
5 | 5,000 | |
| ㈱ノリタケカンパニーリミテド | — |
−100%
Exit
—
|
304 | 66,300 | M |
|
INPEX CORPORATION
㈱INPEX
|
— |
−100%
Exit
—
|
63 | 45,200 | |
|
TAYCA CORPORATION
テイカ㈱
|
— |
−100%
Exit
—
|
58 | 50,000 | |
|
Sekisui Jushi Corporation
積水樹脂㈱
|
— |
−100%
Exit
—
|
26 | 12,705 | |
|
OSAKA SODA CO.,LTD.
㈱大阪ソーダ
|
— |
−100%
Exit
—
|
26 | 6,000 | |
| Portfolio total | 8,659 | 7,165 | |||
Book value in ¥M · ↓ reduced · ↑ increased vs prior year · M = mutual holding