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Tokyo Brief東 京 ブ リ ー フJapan's day, wrapped and delivered by morning.

Japan Industrials Company News (Page 3)

Earnings, deals and disclosures from Japan's listed industrials companies, in English.

  1. Rorze first-half operating profit rises 42% as patent settlement takes a ¥2.158bn charge

    Rorze's operating profit rose 42.4% to ¥23.1bn in the six months to August, and a US patent settlement that cost ¥9.587bn in cash added only ¥2.158bn of special loss.

  2. Investor group with 18.97% of Bunka Shutter proposes 5% buyback to fund staff share awards

    A group holding 18.97% of Bunka Shutter wrote on 5 October 2026 proposing a repurchase of 5% of issued shares, to be paid out to employees as restricted stock. It is a shareholder proposal, not a company authorization.

  3. SAAF Holdings to cancel takeover-defense warrants after group's voting power drops below 20%

    SAAF Holdings will acquire and cancel all 24,340,846 defense warrants on October 28 after its calculation put a flagged shareholder group at 10.37% of votes, below the 20% trigger, though the board keeps the option to reimpose the measure.

  4. Takeuchi raises profit guidance and dividend, adds ¥15bn buyback

    Tariff refunds worth ¥6.8bn to full-year operating profit help lift the construction-machinery maker's forecast to ¥44.5bn, and a buyback of up to ¥15bn follows, but first-half operating cash flow turned negative.

  5. OSG lifts operating profit guide 20% as tungsten inventory and a tariff refund join demand

    OSG raised its operating profit forecast to ¥36bn from ¥30bn, crediting firm industrial demand, cheap tungsten inventory and a refund of earlier US tariffs, without splitting the gain between them, and lifted its annual dividend forecast to ¥130.

  6. Marumae's Chip-Parts Orders Outrun Its Capacity as Capex Plan Rises to ¥5.6bn

    Marumae says semiconductor orders now exceed its production capacity and has raised its capital spending plan to ¥5.6bn for the year to August 2027, while warning that customer demands are not fully in its ¥28bn sales guide.

  7. Fujimi plans ¥130bn of capex through 2032 and aims for ¥85.8bn of CMP sales

    Fujimi's six-year plan targets ¥138.0bn in sales by the year to March 2032 and ¥130bn of capital spending, but the Taiwan plant is still at site selection and the capacity projects lack final investment decisions.

  8. Rorze lifts operating profit forecast 39% as chip-equipment backlog passes ¥100bn

    Rorze now forecasts ¥53.1bn of operating profit for the year to February 2027, up from ¥38.1bn, and raised its year-end dividend to ¥28, with record chip-equipment orders and a ¥103.9bn backlog behind the upgrade.

  9. Okumura's ¥15bn Social Bond Carries a 2.704% Coupon and a December Spending Plan

    Okumura's ¥15bn unsecured social bond pays 2.704% to October 2029, and the contractor plans to spend the net ¥14.936bn on cash payments to subcontractors by the end of December 2026.

  10. NPC sets 60% sales floor outside First Solar in five-year plan with ¥4bn investment

    NPC's five-year plan targets at least 60% of sales from customers other than First Solar, about ¥4bn of investment and a 25% dividend payout ratio, with perovskite and panel recycling as the growth bets.

  11. Nittoc Construction signs to buy a housing-foundation contractor with ¥3.52bn in sales

    Nittoc Construction signed on September 28 to buy a Kanagawa ground-reinforcement contractor with ¥3.52bn in sales, with the price undisclosed and the transfer scheduled for November 30 after a merger and property carve-out.

  12. CKD's bank and insurer shareholders sell 3.57mn shares as the company lines up a ¥5bn buyback

    Seven financial-institution shareholders will sell 3,570,800 CKD shares at a price set between October 19 and 22, and the company has authorised buying back up to 1.3mn shares or ¥5bn to ease supply.

  13. DISCO's preliminary first-half sales beat its own forecast as quarterly shipments hit a record

    DISCO's preliminary non-consolidated first-half sales of ¥213.6bn reached 106.2% of its forecast, and July to September shipments of ¥123.9bn set a quarterly record that the company links mainly to generative AI demand.

  14. Nachi-Fujikoshi operating profit rises 72.8% on pricing and cost cuts, guidance unchanged

    Nachi-Fujikoshi lifted nine-month operating profit 72.8% to ¥11.46bn on a 10.4% sales rise, crediting pricing, automation and structural-reform savings alongside construction-machinery demand, and it kept its full-year forecast unchanged.

  15. Komori closes ¥26.46bn purchase of chiller maker Maruyama Chiller

    Komori has bought all of Maruyama Chiller, a maker of chillers for semiconductor equipment, for about ¥26.46bn including fees, and renamed it KOMORI Precision Technologies; its standalone net profit was ¥364mn in 2025.

  16. Niterra drops Denso spark plug deal after Denso asks out

    Niterra will cancel its purchase of Denso's spark plug and exhaust sensor businesses after Denso asked to terminate the contract, and says the effect on current-year guidance is minor while it re-examines growth investment in its 2030 plan.

  17. Infroneer seeks up to ¥147bn in new equity to clear acquisition loans

    Infroneer plans to issue 47.8 million new shares, with estimated net proceeds of up to ¥147.24bn, of which ¥117bn is earmarked to repay short-term loans from two acquisitions by December; pricing falls between 21 and 26 October.

  18. Oasis lifts Shibaura Machine stake to 10.14% and says it plans to buy more

    Oasis Management says it plans to add more than 5% to its Shibaura Machine holding within three months of 24 September, conditional on price, after lifting its stake from 9.02% to 10.14% and citing serious governance defects.

  19. Logos completes takeover of Aera Home's custom-home business, minus renovation and franchising

    Logos Holdings' new subsidiary, renamed Courage Home, took over Aera Home's custom-home assets, liabilities, contracts and employees on 1 October after court approval, with renovation and franchise operations excluded and the earnings effect still under review.

  20. Mitsubishi Kakoki and Tsukishima agree 0.88 share swap to form a holding company by April 2027

    Tsukishima Holdings shareholders would receive 0.88 Mitsubishi Kakoki shares each under an April 2027 plan that ends in a single holding company; both sets of shareholders are scheduled to vote on December 4.

  21. IHI expects a ¥14bn hit from selling its German engineering unit to a Mutares subsidiary

    IHI will sell all of Steinmüller Engineering to a Mutares subsidiary in mid-October, expecting about ¥14bn in consolidated other expenses and a ¥17bn standalone loss, with the sale price undisclosed and its full-year forecast unchanged.

  22. JFTC Orders ¥1.64bn in Surcharges Over Rigged Condo Renovation Bids

    Japan's Fair Trade Commission ordered ¥1.64bn in surcharges against dozens of Kanto condominium renovation contractors and cease-and-desist orders against two design consultancies that orchestrated the bid-rigging, with HASEKO's repair subsidiary facing a ¥329.4mn penalty as its chairman steps down.

  23. Nippon Sheet Glass Set to Leave Tokyo Stock Exchange on September 28

    Nippon Sheet Glass says payment for its third-party share allotment and the procedures required for a related share consolidation are finished, and its shares will leave the Tokyo Stock Exchange's Prime Market on September 28, 2026.

  24. Shinto's Free-Float Shortfall Sets Up a 2028 Delisting Test

    Shinto Company's free-float market value slipped to ¥496.1mn, under half the ¥1.0bn Tokyo Stock Exchange Standard-market threshold, and the tile maker now has until the close of the fiscal year ending June 2027 to close the gap, or face a liquidation designation and delisting on January 1, 2028.