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Aisan Industry Co., Ltd.
(7283)
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Rating:65Neutral
Price Target:
¥2,549.00
▲(11.16% Upside)
Action:Downgraded
Date:07/07/26
The score is mainly held back by uneven cash generation and a 2026 shift to negative free cash flow alongside higher debt, despite solid multi-year operating progress. Technicals show a clear uptrend but look overbought, adding near-term pullback risk. Valuation is a meaningful positive with a low P/E and solid dividend yield.
Positive Factors
Revenue scale-up and improved net margins
Multi-year revenue growth and a meaningful net margin improvement reflect stronger operating performance and pricing/efficiency gains. That scale and margin progress supports more predictable earnings, capacity to fund program investments, and resilience across vehicle program cycles over months.
Negative Factors
Weakening and volatile free cash flow
Negative FCF in 2026, after a sharp decline, signals that investment or working-capital needs outpaced cash generation. This reduces cushion for capex, dividends, and program spend, raising the odds of external financing or constrained strategic flexibility over the coming months.
Read all positive and negative factors
Positive Factors
Negative Factors
Revenue scale-up and improved net margins
Multi-year revenue growth and a meaningful net margin improvement reflect stronger operating performance and pricing/efficiency gains. That scale and margin progress supports more predictable earnings, capacity to fund program investments, and resilience across vehicle program cycles over months.
Read all positive factors
Aisan Industry Co., Ltd. (7283) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥152.37B
Dividend Yield3.33%
Average Volume (3M)169.29K
Price to Earnings (P/E)9.9
Beta (1Y)0.93
Revenue Growth0.25%
EPS Growth30.31%
CountryJP
Employees8,712
SectorGeneral
Sector StrengthN/A
IndustryAuto - Parts
Share Statistics
EPS (TTM)243.56
Shares Outstanding63,406,880
10 Day Avg. Volume169,710
30 Day Avg. Volume169,290
Financial Highlights & Ratios
PEG Ratio1.09
Price to Book (P/B)0.74
Price to Sales (P/S)0.32
P/FCF Ratio-9.60
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
¥2,500.00Price Target Upside9.03% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering1
EPS Forecast (FY)247.2
Revenue Forecast (FY)¥354.70B
Aisan Industry Co., Ltd. Business Overview & Revenue Model
Company Description
Aisan Industry Co., Ltd. operates as a global producer and distributor of automotive components, with its market reach extending across Japan and international territories. The company's comprehensive product lineup for vehicles features essential...
How the Company Makes Money
Aisan Industry primarily makes money by manufacturing and selling automotive components to automakers and automotive parts customers under supplier contracts. Its key revenue stream is sales of fuel-system and engine/powertrain-related components ...
Aisan Industry Co., Ltd. Financial Statement Overview
Summary
Income Statement
72
Positive
Balance Sheet
69
Positive
Cash Flow
48
Neutral
| Breakdown | TTM | Mar 2026 | Mar 2025 | Mar 2024 | Mar 2023 | Mar 2022 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 334.84B | 330.83B | 337.26B | 314.34B | 240.81B | 193.75B |
| Gross Profit | 45.83B | 43.24B | 62.40B | 54.16B | 43.87B | 35.42B |
| EBITDA | 34.56B | 31.91B | 32.23B | 30.45B | 26.68B | 19.98B |
| Net Income | 13.87B | 13.07B | 13.23B | 11.74B | 8.51B | 6.83B |
Balance Sheet | ||||||
| Total Assets | 318.63B | 311.48B | 300.98B | 272.55B | 225.76B | 201.94B |
| Cash, Cash Equivalents and Short-Term Investments | 78.97B | 87.66B | 85.78B | 67.04B | 45.97B | 50.09B |
| Total Debt | 76.38B | 75.37B | 57.30B | 42.84B | 49.34B | 42.49B |
| Total Liabilities | 169.42B | 165.15B | 160.64B | 132.99B | 115.38B | 101.05B |
| Stockholders Equity | 145.00B | 141.85B | 135.83B | 134.77B | 106.49B | 97.05B |
Cash Flow | ||||||
| Free Cash Flow | 0.00 | -10.98B | 7.87B | 26.29B | 13.84B | 5.57B |
| Operating Cash Flow | 0.00 | 7.20B | 28.22B | 38.63B | 20.27B | 13.54B |
| Investing Cash Flow | 0.00 | -11.57B | -20.13B | -9.66B | -30.04B | -6.96B |
| Financing Cash Flow | 0.00 | 4.13B | 10.95B | -11.43B | 3.98B | -4.13B |
Aisan Industry Co., Ltd. Peers Comparison
UnderperformOutperform
Sector (55)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
81 Outperform | ¥181.10B | 9.76 | ― | 4.47% | 1.64% | 19.87% | |
74 Outperform | ¥220.58B | 15.36 | 7.38% | 5.39% | 0.38% | 30.22% | |
72 Outperform | ¥141.24B | 17.04 | ― | 2.93% | 3.63% | 35.37% | |
67 Neutral | ¥54.26B | 4.65 | ― | 0.99% | -0.22% | -2.99% | |
65 Neutral | ¥152.37B | 9.87 | ― | 3.41% | 0.25% | 30.31% | |
55 Neutral | $6.65B | 3.83 | -15.92% | 6.20% | 10.91% | 7.18% | |
49 Neutral | ¥211.47B | 167.01 | ― | 1.93% | <0.01% | -83.75% |
* General Sector Average
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Aisan Industry Co., Ltd. Corporate Events
Aisan Industry to Grant Restricted Treasury Shares as Executive Stock Compensation
Jul 30, 2026
Aisan Industry Co., Ltd. has approved the disposal of 11,500 treasury shares as restricted stock compensation for two internal directors, valued at about ¥26.9 million at a disposal price of ¥2,339 per share. The move is part of a stock-...
Aisan Industry Lifts FY2027 Profit Outlook and Dividend Payout
Jul 30, 2026
Aisan Industry Co., Ltd. has revised its full-year consolidated earnings forecast for the fiscal year ending March 31, 2027, projecting higher operating, ordinary and net income while keeping net sales unchanged at ¥335 billion. The upgrade r...
Aisan Industry Delivers Strong Q1 Earnings and Lifts Dividend Forecast
Jul 30, 2026
Aisan Industry reported consolidated net sales of ¥83.9 billion for the three months ended June 30, 2026, up 5.0% year on year, with operating profit surging 59.0% to ¥5.6 billion and ordinary profit jumping 84.6%. Profit attributable to...
Aisan Industry Completes Restricted Stock Treasury Share Disposal for Executive Pay
Jul 9, 2026
Aisan Industry Co., Ltd. has completed the payment procedures for the disposal of 17,703 treasury shares as restricted stock compensation, following a June 16 board resolution. The shares, priced at ¥1,869 each for a total of about ¥33.1...
Aisan Industry Cuts Size of Treasury Stock Disposal for Employee Share Plan
Jul 1, 2026
Aisan Industry Co., Ltd. has completed payment procedures for the disposal of treasury stock used as a restricted stock incentive through its Employee Shareholding Association, following a resolution made in early February 2026. The disposal invol...
Aisan Industry Grants Restricted Treasury Shares to Align Executive Pay With Shareholder Value
Jun 16, 2026
Aisan Industry Co., Ltd. has approved the disposal of 17,703 treasury shares as restricted stock compensation for five internal directors and five senior executive officers, priced at ¥1,869 per share for a total of about ¥33 million. Th...
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.