Takeuchi Mfg.Co., Ltd. (JP:6432)
:6432
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Takeuchi Mfg.Co., Ltd.
(6432)
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Rating:83Outperform
Price Target:
¥8,341.00
▲(26.96% Upside)
Action:ReiteratedDate:04/12/26
The score is driven primarily by high-quality financials—strong and improving margins and a near debt-free balance sheet—tempered by slower recent revenue growth and prior free-cash-flow volatility. Technicals are supportive with a clear uptrend, while valuation and dividend yield look reasonable and add support.
Positive Factors
Improving profitability
Takeuchi has sustained and improving margins, with net margin up from ~9% to ~12–13% and operating margin in the mid-to-high teens. Higher margins indicate durable pricing power, operational efficiency, and a healthier earnings base that supports reinvestment and shareholder returns over cycles.
Negative Factors
Slowing revenue growth
Revenue momentum has decelerated from strong growth in 2022–2024 to near-flat or low-single-digit growth recently. Sustained slower top-line expansion can limit the company’s ability to scale fixed-cost leverage and may make margin improvements harder to extend long-term.
Read all positive and negative factors
Positive Factors
Negative Factors
Improving profitability
Takeuchi has sustained and improving margins, with net margin up from ~9% to ~12–13% and operating margin in the mid-to-high teens. Higher margins indicate durable pricing power, operational efficiency, and a healthier earnings base that supports reinvestment and shareholder returns over cycles.
Read all positive factors
Takeuchi Mfg.Co., Ltd. (6432) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥341.43B
Dividend Yield2.99%
Average Volume (3M)259.24K
Price to Earnings (P/E)12.3
Beta (1Y)1.29
Revenue Growth0.31%
EPS Growth-11.04%
CountryJP
Employees1,198
SectorIndustrials
Sector Strength72
IndustryAgricultural - Machinery
Share Statistics
EPS (TTM)103.85
Shares Outstanding48,999,000
10 Day Avg. Volume449,940
30 Day Avg. Volume259,236
Financial Highlights & Ratios
PEG Ratio1.14
Price to Book (P/B)1.85
Price to Sales (P/S)1.54
P/FCF Ratio17.29
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
¥4,800.00Price Target Upside-26.94% Downside
Rating ConsensusModerate Sell
Number of Analyst Covering1
EPS Forecast (FY)548.84
Revenue Forecast (FY)¥231.10B
Takeuchi Mfg.Co., Ltd. Business Overview & Revenue Model
Company Description
Takeuchi Mfg. Co., Ltd. manufactures and sells construction machinery in Japan and internationally. The company offers compact and hydraulic excavators, track loaders, crawler dumpers, and other construction machinery. It also provides parts and s...
How the Company Makes Money
Takeuchi makes money primarily by selling construction machinery, with its core revenue stream coming from the manufacture and sale of compact excavators and compact track loaders. Revenue is generated when these machines are sold to end users (e....
Takeuchi Mfg.Co., Ltd. Financial Statement Overview
Summary
Income Statement
86
Very Positive
Balance Sheet
94
Very Positive
Cash Flow
72
Positive
| Breakdown | TTM | Feb 2026 | Feb 2025 | Feb 2024 | Feb 2023 | Feb 2022 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 217.73B | 225.28B | 213.23B | 212.63B | 178.97B | 140.89B |
| Gross Profit | 54.09B | 56.19B | 56.01B | 52.15B | 43.04B | 30.33B |
| EBITDA | 39.58B | 40.85B | 39.36B | 38.78B | 23.42B | 19.67B |
| Net Income | 26.31B | 28.27B | 26.11B | 26.15B | 15.98B | 13.35B |
Balance Sheet | ||||||
| Total Assets | 212.09B | 225.13B | 218.54B | 198.87B | 158.78B | 137.20B |
| Cash, Cash Equivalents and Short-Term Investments | 39.34B | 57.17B | 46.48B | 55.17B | 43.99B | 47.26B |
| Total Debt | 454.00M | 0.00 | 110.00M | 43.00M | 40.00M | 4.00M |
| Total Liabilities | 43.21B | 38.20B | 51.54B | 51.24B | 36.98B | 33.12B |
| Stockholders Equity | 168.88B | 186.94B | 167.00B | 147.63B | 121.80B | 104.08B |
Cash Flow | ||||||
| Free Cash Flow | 0.00 | 20.04B | 5.01B | 17.10B | -229.00M | 9.33B |
| Operating Cash Flow | 0.00 | 22.89B | 8.28B | 24.64B | 8.54B | 13.78B |
| Investing Cash Flow | 0.00 | -3.76B | -2.35B | -7.77B | -8.86B | -4.30B |
| Financing Cash Flow | 0.00 | -9.33B | -14.58B | -4.71B | -3.32B | -2.53B |
Takeuchi Mfg.Co., Ltd. Technical Analysis
Positive
6570.00
Price Trends
6683.88
Positive
6629.42
Positive
5904.76
Positive
Market Momentum
0.92
Negative
63.90
Neutral
79.81
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:6432, the sentiment is Positive. The current price of 6570 is above the 20-day moving average (MA) of 6394.00, below the 50-day MA of 6683.88, and above the 200-day MA of 5904.76, indicating a bullish trend. The MACD of 0.92 indicates Negative momentum. The RSI at 63.90 is Neutral, neither overbought nor oversold. The STOCH value of 79.81 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JP:6432.
Takeuchi Mfg.Co., Ltd. Peers Comparison
UnderperformOutperform
Sector (63)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
83 Outperform | ¥341.43B | 12.26 | ― | 2.99% | 0.31% | -11.04% | |
75 Outperform | ¥6.14T | 12.01 | ― | 4.06% | 0.40% | 8.40% | |
70 Outperform | ¥185.85B | 7.33 | 9.45% | 2.86% | 10.49% | -5.19% | |
70 Outperform | ¥90.25B | 15.03 | ― | 4.79% | 1.68% | 18.85% | |
67 Neutral | ¥1.21T | 13.34 | 9.16% | 3.98% | -2.72% | 29.43% | |
65 Neutral | ¥3.07T | 13.56 | 7.55% | 2.22% | -3.22% | -29.63% | |
63 Neutral | $10.79B | 15.43 | 7.44% | 2.01% | 2.89% | -14.66% |
* Industrials Sector Average
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Takeuchi Mfg.Co., Ltd. Corporate Events
Takeuchi Mfg. Reshapes Board and Executive Roles Ahead of 64th Shareholders’ Meeting
Apr 10, 2026
Takeuchi Mfg. Co., Ltd. has announced a slate of board candidates and executive changes to be finalized at its 64th Annual General Meeting of Shareholders on May 28, 2026. The company will reappoint Akio Takeuchi as chairperson and representative ...
Takeuchi Mfg. to Introduce Semiannual Dividends and Lift Payout
Apr 10, 2026
Takeuchi Mfg. Co., Ltd. will shift from paying only an annual year-end dividend to a semiannual dividend schedule starting with the fiscal year ending February 2027. The move reflects a policy to provide shareholders with more frequent profit retu...
Takeuchi Mfg. Lifts Profit and Dividend as FY2026 Sales Rise, Plans Semiannual Payouts
Apr 10, 2026
Takeuchi Mfg. reported consolidated net sales of ¥225.3 billion for the fiscal year ended February 2026, up 5.7% year on year, with operating profit edging 1.5% higher to ¥37.7 billion and profit attributable to owners of parent rising 8...
Take Co. to Acquire 8.3% Stake in Takeuchi Mfg. from President and Foundation
Jan 16, 2026
Takeuchi Mfg. Co., Ltd. has disclosed that Take Co., Ltd., led by Akio Takeuchi, will acquire 3,821,927 of its shares—equivalent to 8.30% of voting rights—as of January 19, 2026, from company president Toshiya Takeuchi and the TAKEUCHI...
Takeuchi Posts Higher Sales but Lower Operating Profit, Affirms FY2026 Outlook and Dividend Plan
Jan 13, 2026
Takeuchi Mfg. Co., Ltd. reported consolidated net sales of ¥172.8 billion for the nine months ended November 30, 2025, a 3.9% increase year on year, while operating profit fell 7.0% to ¥31.4 billion and ordinary profit inched up 1.6% to ...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.