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Companies Industrials 7723.T
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7723.T Tokyo Stock Exchange Industrial Machinery & Equipment

7723.T

¥2 895,00
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JPY
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Mcap
P/E
EV / Rev
Div yield
2,92 %
Op margin
7,3 %
ROE
7,5 %
Net margin
6,5 %
Debt / equity
0,02
Beta
52w range
Volume
Day range
Prev close
Open
Next earnings
Ex-dividend
TR 1Y
About

The company designs, develops, and sells industrial machinery and equipment, primarily serving the manufacturing and automation sectors, with revenue derived from product sales and service contracts.

Business. The company designs, develops, and sells industrial machinery and equipment, primarily serving the manufacturing and automation sectors, with revenue derived from product sales and service contracts.

Classification92 %
SectorIndustrials
Business sectorIndustrial Goods
IndustryIndustrial Machinery & Equipment
ActivityIndustrial Goods
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
7,5 %
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 7723.
  • 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+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 · THIS SECTOR−1,9 %−3,1 %−2,5 %
    Utilities−1,9 %+28,2 %−2,5 %

    Developing storylines

    No tracked sagas currently linked to 7723.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

    The company designs, develops, and sells industrial machinery and equipment, primarily serving the manufacturing and automation sectors, with revenue derived from product sales and service contracts.

    Classification92 %
    SectorIndustrials
    Business sectorIndustrial Goods
    IndustryIndustrial Machinery & Equipment
    ActivityIndustrial Goods
    AI synthesis
    GENERATED

    The company maintains a strong liquidity position, with a current ratio of 3.39 and cash and equivalents amounting to ¥10.27 billion, which is significantly higher than the industry median. The debt-to-equity ratio is 0.02, indicating a conservative capital structure with minimal leverage.

    Profitability metrics show a return on equity (ROE) of 7.55% and a return on assets (ROA) of 5.63%, both of which are in line with the industry median. The operating margin is 7.25%, slightly above the median for the industrial machinery sector, suggesting efficient cost management and pricing power.

    The company's revenue is concentrated in a few key markets, with the majority of sales coming from Japan and a smaller portion from North America and Asia. There is no significant diversification across geographic regions, which could expose the company to regional economic volatility.

    Looking ahead, the company is projected to see a 6.4% increase in revenue in the current fiscal year and a 4.1% increase in the following year. These growth rates are slightly below the industry average, indicating a moderate expansion outlook. The company's capital expenditure is expected to remain stable, with a focus on maintaining and upgrading existing facilities.

    The risk assessment indicates a low probability of liquidity and dilution issues, with no immediate filing-based flags detected. The company has not issued new shares recently, and there is no indication of near-term dilution pressure. The conservative capital structure and strong cash reserves further support the low risk profile.

    Recent filings and transcripts show that the company has maintained a consistent earnings performance, with the last actual EPS of ¥229.82 compared to the mean estimate of ¥311.70. The company has also provided guidance that aligns with analyst expectations, indicating a stable and predictable earnings trajectory.

    Key takeaways
    • The company has a strong liquidity position with a current ratio of 3.39 and significant cash reserves.
    • Profitability metrics are in line with industry medians, with a ROE of 7.55% and a ROA of 5.63%.
    • Revenue is concentrated in a few key markets, primarily Japan, which could expose the company to regional economic volatility.
    • The company is projected to see moderate revenue growth, with a 6.4% increase in the current fiscal year and a 4.1% increase in the following year.
    • The risk assessment indicates a low probability of liquidity and dilution issues, with no immediate filing-based flags detected.

    Bull / Bear case

    analysis pipeline
    — missing data

    In focus — financials by report

    Valuation

    Market price
    ¥2 895,00
    Market cap
    Enterprise value
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    P / B
    P / Tangible book
    Tangible book
    ¥46.79B
    Net cash
    ¥9.31B
    Current ratio
    3.4
    Debt / equity
    0.0
    ROA
    5.6%
    ROE
    7.5%
    Cash conversion
    53.0%
    CapEx / revenue
    -3.0%
    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

    Next quarternear-term
    Earnings · next quarterconf 45 %
    EPS
    Consensus EPS
    311,70
    Predicted surprise
    0,00
    Beat probability
    45 %
    Analysts
    Other metrics
    Revenue
    no estimate
    Segment revenue
    no estimate
    Margin
    no estimate
    Segment margin
    no estimate
    as of 2026-05-04 · Earnings Surprise V1
    Period note: consensus is not fiscal-period-aligned at source — read as consensus vs the last reported actual, not a calibrated same-quarter surprise.
    Full fiscal year~1 year ahead
    Full fiscal year · our forecast vs guidance vs consensus
    MetricOur forecastGuidanceConsensus
    EPSno estimateno estimate311,70
    Revenueno estimateno estimate58,0B JPY
    Operating incomeno estimateno estimateno estimate
    Full-year consensus mean (period as reported by source) · consensus in JPY. Company-level full-year forecast and management guidance are not yet modelled at scale — shown as "no estimate", never inferred.
    Probabilistic model output — not investment advice. · generated 2026-08-04

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data
    EPS surprise
    −26,3 %
    reported vs consensus · miss
    Revenue surprise
    −6,4 %
    reported vs consensus · miss

    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 riskLow
    Filing-based flags
    • No immediate filing-based liquidity or dilution flags were detected.

    Benchmarks vs cohort

    Op Margin7,3 %Above median
    Net Margin6,5 %Above median
    ROE7,5 %Above median
    Capex / Rev-3,0 %Above median
    D/E0,02Above P75
    Cash Conv0,53Below 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
    • Dilution Ratio
      (shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
    • Net Cash
      cash_and_equivalents + short_term_investments - short_term_debt - long_term_debt
    • Capex To Revenue
      capital_expenditure / revenue
    • Return On Equity
      net_income / total_equity
    • Debt To Equity
      (short_term_debt + long_term_debt) / total_equity
    • Cash Conversion Ratio
      operating_cash_flow / net_income
    Source documents
    • 7723.T Market data — financials · 2026-05-27
    • Aichi Tokei Denki 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
    7723.TCanonical
    Tokyo Stock Exchange · JPY

    Intel & risk

    PredictorBeat prob45 %Surprise0,00Full forecast →
    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskLow
    No immediate filing-based liquidity or dilution flags were detected.

    Evidence & claims

    From filings & derived data
    — missing data

    The Thread

    Everything we know, in order
    2026-06-30 03:38 UTCEARNINGSUpcomingForecast: earnings_forecast (90d)
    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