Exedy Corporation (JP:7278)
:7278
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Exedy Corporation
(7278)
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Rating:75Outperform
Price Target:
¥6,491.00
▲(15.70% Upside)
Action:Upgraded
Date:04/28/26
The score is driven primarily by improved financial performance (strong TTM growth and margin recovery, supported by healthy cash generation) and an attractive valuation (low P/E with a high dividend yield). Technicals are supportive with price above major moving averages, though momentum is moderate rather than strongly bullish.
Positive Factors
Cash generation
Consistent, sizable operating and free cash flow provides durable internal funding for capex, R&D, dividends and debt service. Strong cash conversion enhances financial flexibility across cycles and supports reinvestment into production efficiency and product development.
Negative Factors
Earnings volatility
Swinging from a large loss to profits shows earnings are sensitive to cycles, one-offs, or cost swings. This undermines predictability for investors and management planning, raising risk around consistent dividend payouts and long-term investment signaling.
Read all positive and negative factors
Positive Factors
Negative Factors
Cash generation
Consistent, sizable operating and free cash flow provides durable internal funding for capex, R&D, dividends and debt service. Strong cash conversion enhances financial flexibility across cycles and supports reinvestment into production efficiency and product development.
Read all positive factors
Exedy Corporation (7278) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥219.85B
Dividend Yield5.39%
Average Volume (3M)149.57K
Price to Earnings (P/E)19.5
Beta (1Y)0.51
Revenue Growth-1.82%
EPS Growth23.07%
CountryJP
Employees11,444
SectorConsumer Cyclical
Sector Strength84
IndustryAuto - Parts
Share Statistics
EPS (TTM)374.32
Shares Outstanding48,593,735
10 Day Avg. Volume107,910
30 Day Avg. Volume149,573
Financial Highlights & Ratios
PEG Ratio0.64
Price to Book (P/B)1.05
Price to Sales (P/S)0.66
P/FCF Ratio6.05
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)430.7
Revenue Forecast (FY)¥307.00B
Exedy Corporation Business Overview & Revenue Model
Company Description
EXEDY Corporation, together with its subsidiaries, manufactures and sells manual and automatic transmission vehicle parts in Japan. The company provides manual and automatic transmission parts for passenger vehicles, trucks, and buses, which inclu...
How the Company Makes Money
Exedy primarily generates revenue by manufacturing and selling driveline components—most notably clutches and clutch-related systems—to (1) original equipment manufacturers (OEMs) for installation in new vehicles and (2) the aftermarket for replac...
Exedy Corporation Financial Statement Overview
Summary
Income Statement
74
Positive
Balance Sheet
78
Positive
Cash Flow
71
Positive
| Breakdown | Mar 2026 | Mar 2025 | Mar 2024 | Mar 2023 | Mar 2022 |
|---|---|---|---|---|---|
Income Statement | |||||
| Total Revenue | 303.93B | 309.56B | 308.34B | 285.64B | 261.10B |
| Gross Profit | 62.76B | 57.68B | 51.69B | 42.60B | 45.80B |
| EBITDA | 37.38B | 37.26B | 35.69B | 31.80B | 36.76B |
| Net Income | 13.68B | 12.74B | -10.02B | 4.59B | 12.48B |
Balance Sheet | |||||
| Total Assets | 320.10B | 303.91B | 321.94B | 331.88B | 332.79B |
| Cash, Cash Equivalents and Short-Term Investments | 74.47B | 68.16B | 74.04B | 59.54B | 55.41B |
| Total Debt | 54.56B | 57.73B | 31.18B | 34.69B | 38.86B |
| Total Liabilities | 111.83B | 109.64B | 88.39B | 91.97B | 96.76B |
| Stockholders Equity | 192.71B | 180.48B | 218.55B | 225.56B | 221.76B |
Cash Flow | |||||
| Free Cash Flow | 33.40B | 23.93B | 28.71B | 15.25B | 14.50B |
| Operating Cash Flow | 40.57B | 31.50B | 37.61B | 27.22B | 28.43B |
| Investing Cash Flow | -20.09B | -8.72B | -13.41B | -12.79B | -15.49B |
| Financing Cash Flow | -16.96B | -28.72B | -11.41B | -11.18B | -10.54B |
Exedy Corporation Technical Analysis
Negative
5610.00
Price Trends
5695.05
Negative
5572.36
Negative
5171.94
Positive
Market Momentum
-26.92
Positive
44.31
Neutral
35.24
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:7278, the sentiment is Negative. The current price of 5610 is above the 20-day moving average (MA) of 5608.99, below the 50-day MA of 5695.05, and above the 200-day MA of 5171.94, indicating a neutral trend. The MACD of -26.92 indicates Positive momentum. The RSI at 44.31 is Neutral, neither overbought nor oversold. The STOCH value of 35.24 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for JP:7278.
Exedy Corporation Peers Comparison
UnderperformOutperform
Sector (61)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
75 Outperform | ¥219.85B | 19.50 | 7.50% | 5.39% | -1.82% | 23.07% | |
74 Outperform | ¥165.85B | 13.70 | ― | 4.47% | 1.96% | 0.79% | |
71 Outperform | ¥355.32B | -8.32 | ― | 1.93% | -1.60% | -71.42% | |
68 Neutral | ¥652.35B | 28.26 | ― | 3.52% | 7.58% | 162.60% | |
66 Neutral | ¥612.63B | -13.88 | 3.35% | 3.18% | 2.15% | -6.81% | |
61 Neutral | $18.38B | 12.79 | -2.54% | 3.03% | 1.52% | -15.83% | |
60 Neutral | ¥1.73T | 6.16 | 8.34% | 2.03% | 4.53% | 65.12% |
* Consumer Cyclical Sector Average
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Exedy Corporation Corporate Events
Exedy to Shift Governance Model and Add New Business Fields in Articles Overhaul
Apr 27, 2026
Exedy Corporation plans to overhaul its governance structure by shifting from a company with a board of corporate auditors to a company with a nominating committee, remuneration committee, and audit committee, while introducing an executive office...
Exedy Launches Up to ¥8 Billion Share Buyback to Boost Capital Efficiency
Apr 27, 2026
Exedy Corporation has authorized a share buyback of up to 2 million common shares, representing 5.47% of its outstanding stock excluding treasury shares, with a maximum outlay of ¥8 billion. The repurchase will be conducted through market pur...
Exedy Boosts Profit Despite Lower Sales and Operating Earnings in FY2026
Apr 27, 2026
Exedy Corporation reported that its non-consolidated results for the fiscal year ended March 31, 2026 differed notably from the prior year, with revenue edging down 3.2% to ¥113.9 billion and operating profit falling 27.8% to ¥5.6 billio...
Exedy Releases FY2025 Results and Outlines Mid- to Long-Term Strategy
Apr 27, 2026
Exedy Corporation has released its financial results for fiscal 2025, prepared under IFRS and rounded to the nearest billion yen, providing investors with an overview of its recent performance. The company also issued a forecast for fiscal 2026, i...
Exedy Releases Detailed Supplementary Data Book for FY2026 Results
Apr 27, 2026
Exedy Corporation has released supplementary materials for its financial results for the fiscal year ending March 2026, providing detailed consolidated information under IFRS. The data book covers operating results by business segment and geograph...
Exedy Lifts Profit and Dividends Despite Slight Revenue Decline in FY2025
Apr 27, 2026
Exedy reported FY2025 revenue of ¥303.9 billion, down 1.8% year on year, while operating profit rose 1.8% to ¥22.2 billion and profit attributable to owners of the parent climbed 7.3% to ¥13.7 billion, supported by improved profitab...
Exedy to Acquire In-Wheel Motor Specialist Protean Electric in EV Technology Push
Feb 20, 2026
Exedy Corporation will acquire U.K.-based Protean Electric Ltd., a specialist in in-wheel motors, and make it a wholly owned subsidiary as part of its strategy to adapt its automotive components business to the CASE and electrification trends. The...
EXEDY Lifts Dividend as Profits Climb Despite Softer FY2025 Sales
Jan 28, 2026
EXEDY Corporation reported consolidated revenue of ¥226.4 billion for the first nine months of FY2025, down 3.0% year on year, but achieved higher profitability, with operating profit up 3.4% to ¥16.7 billion and profit attributable to o...
Exedy Overhauls Governance With Shift to Nominating Committee Structure
Jan 28, 2026
Exedy Corporation will transition from a company with a board of corporate auditors to a company with a nominating committee, subject to shareholder approval at the June 2026 ordinary general meeting, in a bid to accelerate decision-making and str...
Exedy Lifts Full-Year Profit Outlook and Commits to Aggressive Payout Policy
Jan 28, 2026
Exedy Corporation reported that third-quarter net sales declined, mainly due to lower orders for automatic transmission products in the Americas and Japan and adverse foreign exchange effects, but operating profit rose, supported by the exit from ...
EXEDY Upgrades Full-Year Earnings Outlook on Weaker Yen and Strong Q3
Jan 28, 2026
EXEDY Corporation has raised its full-year consolidated earnings forecast for the fiscal year ending March 31, 2026, citing a weaker-than-expected yen and stronger-than-forecast third-quarter results. The company now expects revenue of ¥300 b...
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.