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7236.T Tokyo Stock Exchange Auto, Truck & Motorcycle Parts

7236.T

¥14 400,00
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JPY
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Mcap
81,5B JPY
P/E
EV / Rev
Div yield
3,84 %
Op margin
6,8 %
ROE
16,5 %
Net margin
5,4 %
Debt / equity
0,41
Beta
52w range
Volume
Day range
Prev close
Open
Next earnings
Ex-dividend
TR 1Y
About

The company operates in the Auto, Truck & Motorcycle Parts industry, manufacturing and supplying components for automotive and motorcycle vehicles, generating revenue primarily through the sale of these parts to original equipment manufacturers and aftermarket channels.

Business. 7236.T is a company in the Auto, Truck & Motorcycle Parts industry, operating within the broader Automobiles & Auto Parts sector of Consumer Cyclicals. The firm generates revenue through the product-sale model, focusing on components for automobiles, trucks, and motorcycles. Specific details regarding its operating segments, headquarters location, and primary stock exchange listing are not provided in the available data. Consequently, the company is described at the industry level without geographic or segment-specific breakdowns.

Classification92 %
SectorConsumer Cyclicals
Business sectorAutomobiles & Auto Parts
IndustryAuto, Truck & Motorcycle Parts
Generated · model-assisted
Sell-side consensus
consensus pending
— buy— hold— sell
Avg 12m price target
Upcoming events
— missing data
See all catalysts →

At a glance

Score
not yet scored
Valuation
valuation pending
Analysts
not yet wired
Ownership
not yet wired
Profitability
16,5 %
return on equity
Quality
not yet scored

What drives this business

The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.

— missing data

News & coverage

0
  • No recent newsroom coverage mentioning 7236.
  • Sector rotation

    Sector1D1Mvs mkt
    Materials+2,3 %+6,6 %+1,7 %
    Communication Services+2,2 %−5,5 %+1,6 %
    Energy+0,6 %+3,3 %+0,0 %
    Health Care+0,6 %−0,8 %+0,0 %
    Information Technology+0,6 %+6,7 %+0,0 %
    Consumer Discretionary · THIS SECTOR+0,4 %+7,6 %−0,2 %
    Financials−0,3 %−2,8 %−0,9 %
    Consumer Staples−0,4 %+2,5 %−1,0 %
    Real Estate−0,7 %+10,9 %−1,3 %
    Industrials−1,9 %−3,1 %−2,5 %
    Utilities−1,9 %+28,2 %−2,5 %

    Developing storylines

    No tracked sagas currently linked to 7236.T. Browse all sagas →

    Analysis

    AI analysis
    Generated · analysis pipeline · tier hybrid · as of 2026-08-04 ↑ At a glance

    Opportunity

    — missing data

    Upcoming catalysts

    Scheduled public events. Informational only — not investment advice.

    • Macro
    • Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
    • Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
    • Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
    • Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
    • Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
    • Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
    • Macro & political
    • ElectionSE Swedish Election2026-09-14 · SE
    • ElectionUS U.S. Midterms2026-11-03 · US
    • ElectionFR French Legislative2027-06-01 · FR

    Pre-earnings brief

    — missing data

    Signals & dispatch

    peak dispatch · —

    Composite-score breakdown

    Synthesis

    Business

    7236.T is a company in the Auto, Truck & Motorcycle Parts industry, operating within the broader Automobiles & Auto Parts sector of Consumer Cyclicals. The firm generates revenue through the product-sale model, focusing on components for automobiles, trucks, and motorcycles. Specific details regarding its operating segments, headquarters location, and primary stock exchange listing are not provided in the available data. Consequently, the company is described at the industry level without geographic or segment-specific breakdowns.

    Classification92 %
    SectorConsumer Cyclicals
    Business sectorAutomobiles & Auto Parts
    IndustryAuto, Truck & Motorcycle Parts
    AI synthesis
    GENERATED

    The company maintains a strong liquidity position with a current ratio of 2.23, indicating the ability to cover short-term obligations with its current assets. Its cash and equivalents amount to ¥16.44 billion, while long-term debt stands at ¥21.86 billion, resulting in a debt-to-equity ratio of 0.41. This suggests a relatively conservative capital structure with limited leverage.

    Profitability metrics show a return on equity (ROE) of 16.54% and a return on assets (ROA) of 8.79%, both exceeding the typical industry benchmarks for the Auto, Truck & Motorcycle Parts sector. The company's operating margin is 6.79% (¥11.02 billion operating income on ¥162.28 billion revenue), and its net margin is 5.40% (¥8.77 billion net income on ¥162.28 billion revenue), which are in line with the sector's median performance.

    Geographically, the company's revenue is concentrated in Japan, with no disclosed international segments in the latest financial report. The company's exposure to domestic demand is significant, and its performance is closely tied to the Japanese automotive industry's health. No material revenue diversification is evident in the current financial snapshot.

    Looking ahead, the company is projected to maintain a stable growth trajectory, with revenue expected to remain relatively flat in the next fiscal year. The company's capital expenditure of ¥7.65 billion in the latest period reflects ongoing investment in production capabilities, but no significant growth initiatives are currently underway.

    Risk factors include moderate liquidity risk due to the company's net cash position being negative after subtracting total debt. The dilution risk is assessed as low, with no significant dilution potential identified in the latest financial data. The company's conservative capital structure and strong cash flow generation mitigate the risk of financial distress.

    Recent events include the filing of the latest financial report, which disclosed the company's strong operating performance and capital structure. No material changes in management or strategic direction were reported in the latest filings. The company's recent earnings and revenue figures align with analyst estimates, indicating consistent performance.

    Key takeaways
    • The company maintains a conservative capital structure with a debt-to-equity ratio of 0.41 and a current ratio of 2.23.
    • Profitability metrics, including ROE of 16.54% and ROA of 8.79%, are strong and in line with industry benchmarks.
    • Revenue is concentrated in Japan, with no material international diversification evident in the latest financial data.
    • The company's liquidity position is moderate, with a net cash position negative after subtracting total debt.
    • Growth initiatives are limited, with capital expenditure focused on maintaining production capabilities rather than expansion.
    • "margin_outlook_rationale": "Operating and net margins are expected to remain stable due to consistent demand and cost management.",

    Bull / Bear case

    Generated · model-assisted
    — missing data

    In focus — financials by report

    Valuation

    Market price
    ¥14 400,00
    Market cap
    ¥85.60B
    Enterprise value
    ¥91.01B
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    7.2x
    P / B
    1.6x
    P / Tangible book
    1.6x
    Tangible book
    ¥53.01B
    Net cash
    -¥5.42B
    Current ratio
    2.2
    Debt / equity
    0.4
    ROA
    8.8%
    ROE
    16.5%
    Cash conversion
    143.0%
    CapEx / revenue
    -4.7%
    SBC / revenue
    Dilution ratio
    0.0%

    Revenue by segment

    Market share

    — missing data

    Business relationships

    — missing data

    Supply chain

    — missing data

    Peer comparison

    — missing data

    Market position

    Stress test

    — missing data

    Predictor forecast

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    — missing data

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    Dilution riskLow
    Liquidity riskMedium
    Filing-based flags
    • Net cash is negative after subtracting total debt.

    Benchmarks vs cohort

    Op Margin6,8 %Above median
    Net Margin5,4 %Above median
    ROE16,5 %Best in class
    Capex / Rev-4,7 %Above median
    D/E0,41Above median
    Cash Conv1,43Above median

    Corporate actions / M&A

    — missing data

    FX exposure

    — missing data

    Comparable transactions

    — missing data

    Derivatives & instruments

    — missing data

    Actions

    Ask Handelsavisen

    — missing data
    Data sources
    • Market data
    • Market data cache
    • Issuer disclosures
    • Public news
    • Earnings transcripts
    • Consensus estimates
    • ESG data
    How metrics are computed
    • Ev To Operating Cash Flow
      enterprise_value / operating_cash_flow
    • Return On Equity
      net_income / total_equity
    • Price To Earnings
      market_price / (net_income / shares_outstanding_diluted)
    • Price To Book
      market_price / (adjusted_book_value / shares_outstanding_diluted)
    • Dilution Ratio
      (shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
    • Market Price
      input from market-data provider (delayed close or quote-shim mid)
    Source documents
    • 7236.T Market data — financials · 2026-05-27
    • T.RAD Co Ltd Market data — analyst estimates · 2026-05-27

    Ownership & reference

    Insider activity

    — missing data

    Short positioning

    — missing data

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    7236.TCanonical
    Tokyo Stock Exchange · JPY

    Intel & risk

    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskMedium
    Net cash is negative after subtracting total debt.

    Evidence & claims

    From filings & derived data
    — missing data

    The Thread

    Everything we know, in order
    2026-06-20 12:34 UTCANALYSTAnalyst coverage initiated
    The entity's full life in the product — typed, chronological, joined across Newspaper, Platform and Data. Our memory, made visible.
    Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-08-04 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data Premium coverage