Earnings, deals and disclosures from Japan's listed industrials companies, in English.
Effissimo Capital Management reports a 6.14% stake in TOWA and says it plans to add more than five percentage points within three months, while warning that purchases may not proceed as planned.
Nittoku has won a further order of about ¥10.2bn for humanoid-robot motor production equipment destined for North America, taking the project to about ¥18.4bn, with all revenue due from the year to March 2028.
SMC's operating profit rose 74.0% to ¥157.9bn in the six months to September, and the company lifted its full-year operating profit forecast to ¥294.0bn from ¥219.0bn on strong semiconductor-related orders.
Obayashi lifted its operating-profit forecast for the year to March 2027 to ¥205bn, crediting clients that are securing scarce site labour earlier, while Multiplex adds sales but, with higher labour and M&A costs, little extra profit.
NHK Spring plans a roughly ¥15bn building at its Thai Welgrow plant for disk-drive suspensions, due December 2027 and outside its ¥15.4bn segment capex budget, in a half-year when the unit's sales rose 27.0%.
Itochu agreed to take 13,694,600 Bunka Shutter shares from Dalton and two funds, leaving it at 19.43% of voting rights after a November 17 transfer: enough for a consent right over dilution, short of the 20% that lets it recommend a director.
Japan Steel Works booked 37.7% more orders in the six months to September but recognized 7.6% less revenue; defense equipment sales rose to ¥22.52bn, while resin machinery and display-laser tools fell and operating cash flow turned negative.
Noritz cut its operating profit forecast to ¥2.8bn from ¥4.5bn, blaming weak overseas housing demand tied to China's property slump, while leaving its domestic plan, net income forecast and ¥47 year-end dividend as they were.
Tsugami now expects ¥48bn of operating profit this fiscal year, 31.5% above its May plan, after its China segment generated most of a record first half.
Taisei raised its operating profit forecast to ¥212bn from ¥188bn, crediting wider domestic civil engineering and building margins that it expects to outrun higher personnel costs, with sales unchanged at ¥2.42tn.
Daifuku's nine-month orders of ¥781.2bn, up 56.5% and led by chip-line systems, outpaced sales growth of 13.9%, and the company lifted its annual order, sales and profit forecasts and announced a buyback of up to ¥40bn.
Shimizu raised its full-year operating profit forecast to ¥192.0bn from ¥153.0bn, crediting extra work and cost cuts on domestic projects, and lifted its annual dividend forecast to ¥89 while excluding a ¥35.5bn non-cash gain from the payout calculation.
Kubota's operating profit rose 40.9% to ¥302.6bn in the nine months to September, helped by currency, North American price rises and tariff refunds the company does not quantify, while full-year guidance stays unchanged.
TOWA now guides operating profit of ¥13.15bn for the year to March 2027, up from ¥10.24bn, citing chipmakers' AI-related spending on advanced logic and memory, and has lifted its dividend forecast to ¥30 a share.
Mitsubishi Heavy Industries raised its business-profit forecast to ¥600bn from ¥540bn on faster energy and defense project progress and better gas-turbine margins, while still carrying ¥90bn of IGCC losses and risk buffer, and separately approved a buyback of up to ¥300bn.
Sumitomo Forestry cut its operating profit forecast to ¥125bn from ¥143bn on US homebuyer hesitation and fewer US property sales; consolidating Tri Pointe Homes raised group borrowings and goodwill, and its equity ratio fell to 29.2%.
Kurita says reversed revenue, an ¥8.8bn loss provision and a ¥1.6bn plant impairment from one US order cut first-half operating profit by ¥18.4bn, and it has cut its full-year business profit guide to ¥40.0bn.
FUJI raised its full-year operating profit forecast to ¥65.5bn from ¥60bn on AI-server and semiconductor equipment orders, while automotive weakness pushed its small machine-tool unit to an interim operating loss of ¥136mn.
AGC lowered its operating profit forecast to ¥120bn from ¥150bn and cut attributable net profit by 48% to ¥40bn, citing automotive costs, chemicals input prices, volume shortfalls and a loss on selling its Colorado site, while leaving revenue guidance at ¥2.2tn.
Organo's first-half orders rose 70.8% to ¥171.3bn on large Taiwan electronics projects, but operating profit fell 12.3% and the full-year forecast is unchanged because the new work should mostly turn into sales from next year.
Okuma's interim machine-tool orders rose 44.4% to a record ¥161.44bn, led by US and Japanese aerospace, defense and data-centre demand, while the company held its full-year sales forecast at ¥260bn.
Obayashi completed its purchase of BCI UK Holdings on October 30, bringing 11 Multiplex group companies in Australia, the UK and Canada under its ownership; the filing gives no purchase price.
Oasis Management says it holds 5.04% of MIRAIT ONE and has already proposed delisting and a capital-policy change, while reserving board, asset and dividend proposals for the next 12 months.
TOTO's board authorized purchases of up to 9.5 million shares, or ¥30bn, between November 2026 and March 2027, and plans to cancel all but 100,000 of the acquired shares on April 30, 2027.