The Japan Steel Works (5631) Corporate presentation summary
Event summary combining transcript, slides, and related documents.
Corporate presentation summary
9 Jul, 2026Vision and strategic direction
Aims to achieve sales of 500 billion yen, operating profit of 50 billion yen, and ROE of 11–12% by FY2033, focusing on sustainable growth and solving social issues through industrial machinery and new materials.
Emphasizes materiality management, DEI & B (Diversity, Equity, Inclusion & Belonging), and innovation as core pillars for value creation.
Medium-term plan JGP2028 targets sales of 400 billion yen, operating profit of 40 billion yen, and ROE of 10–11% by FY2028.
Strategic focus on contributing to a low-carbon and recycling society, and supporting a super-smart society.
Progress and operational initiatives
Expanded production capacity for plastic machinery and steel forgings, with new facilities and global expansion initiatives.
Established new business divisions and R&D centers, with significant investment in innovation and photonics.
Enhanced human capital through diverse hiring and engagement programs, and achieved DX certification.
Strengthened governance by increasing board diversity, revising remuneration, and reducing policy shareholdings.
Market environment and business strategy updates
Revised strategies in response to EV market slowdown, geopolitical risks, energy policy changes, and rapid AI/data center growth.
Focused on capturing demand in China, India, and the Middle East, and expanding aftermarket and global sales for plastic machinery.
Increased production for defense, nuclear, and high-efficiency thermal power equipment, and accelerated commercialization of advanced materials.
Latest events from The Japan Steel Works
- Operating profit and net income rose despite lower sales, with EPS up to ¥80.60.5631
Q1 20273 Aug 2026 - FY2028 targets raised to 400 billion yen sales and 40 billion yen profit, with global and R&D expansion.5631
Investor presentation7 Jul 2026 - Sales and profits rose strongly, with further growth and stable dividends forecast.5631
Q4 202619 May 2026 - Strong sales and profit growth, robust FPD demand, and positive full-year outlook despite China delays.5631
Q3 20269 Feb 2026 - Profits and sales surged YoY, driven by strong energy and defense demand.5631
Q2 202614 Nov 2025 - Q1 results showed strong sales and profit growth, but U.S. tariffs pressured orders.5631
Q1 20264 Aug 2025 - Operating profit surged 54.9% despite a 13.1% sales decline, with higher full-year guidance.5631
Q1 202513 Jun 2025 - Profits surged on higher margins and power sector demand, despite lower orders and sales.5631
Q2 202513 Jun 2025 - Profits surged despite lower sales; strong growth and higher dividends forecast ahead.5631
Q4 20256 Jun 2025