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Overview

Electric Appliances

Helios Techno Holding Co.,Ltd.

Helios Techno Holding is a Japanese holding company operating through two core segments: the Lamp Business and the Manufacturing Equipment Business. The Lamp Business, conducted via Phoenix Electric Co., Ltd. and Lux Co., Ltd., covers the manufacture and sale of industrial lamps, general lighting halogen lamps, and LED lamps. The Manufacturing Equipment Business, operated through Nakantechno Co., Ltd., Phoenix Electric Co., Ltd., and Leadtec Co., Ltd., focuses on the manufacture and sale of alignment film printing equipment, specialty printing machines, and UV exposure apparatus light source units.

Activists: Dalton Investments, Inc. 12.95%, Nippon Active Value Fund PLC (NAVF) 9.73%

Market Cap

¥17.7B

US$112M

¥7.13B

US$45.4M

Stock¥973▼-1.32%

US$1 = ¥157.05 (2026-10-22)

LTM EV/EBITDA

2.9

LTM EV/EBIT

3.1

LTM PER

9.8

LTM PBR

1.1

Stock vs TOPIX (1Y, base=100)vs TOPIX ▼-9.3%pt

Oct 23, 25 – Oct 23, 26StockTOPIX

1Feb 9, 26Q2 FY2026 earnings forecast revision & dividend increase

2Apr 8, 26Nippon Active Value Fund PLC (NAVF) changed stake (5.75%→6.05%)

MC → EV Bridge

AI Briefing

Generating insights…

Performance & Balance

Revenue 5Y (¥B)

EBITDA 5Y (¥B)

Net Income 5Y (¥B)

Capital Structure

88%

EquityD/E 0.14xDebt

Liquidity vs Debt 5Y (¥B)▲ Net Cash

CashInv. Sec.Debt

Shareholders

Top 10 hold 52.3%

as of 2026-03-31 · Source: Annual Securities Report

NIPPON ACTIVE VALUE FUND PLC (Standing Proxy: The Hongkong and Shanghai Banking Corporation Limited, Tokyo Branch)

12.22%

STATE STREET BANK AND TRUST COMPANY 505103 (Standing Proxy: Mizuho Bank, Ltd.)

7.61%

NAVF SELECT LLC (Standing Proxy: The Hongkong and Shanghai Banking Corporation Limited, Tokyo Branch)

7.60%

Morgan Stanley MUFG Securities Co., Ltd.

7.27%

BNY GCM CLIENT ACCOUNT JPRD AC ISG (FE-AC; Standing Proxy: MUFG Bank, Ltd.)

5.67%

THE BANK OF NEW YORK - JASDECTREATY ACCOUNT (Standing Proxy: Mizuho Bank, Ltd.)

4.53%

PERSHING-DIV.OF DLJ SECS.CORP. (Standing Proxy: Citibank, N.A., Tokyo Branch)

2.80%

JPMorgan Securities Japan Co., Ltd.

1.60%

MSCO CUSTOMER SECURITIES (Standing Proxy: Morgan Stanley MUFG Securities Co., Ltd.)

1.60%

DALTON INVESTMENTS TRUST - SERIES C (Standing Proxy: The Hongkong and Shanghai Banking Corporation Limited, Tokyo Branch)

1.35%

Management

9 officers

Yoshihisa SATO

Representative Director, President

Jul 2009: Joined Nakan Techno Co., Ltd.; appointed Director, President of the company Jan 2010: Appointed Representative Director, President of Nakan Techno Co., Ltd. Jun 2012: Appointed Director of the Company Oct 2016: Appointed Representative Director, Chairman of Leadtech Co., Ltd. Jun 2018: Appointed Representative Director, President of the Company (current) May 2022: Appointed Representative Director, Chairman of Leadtech Co., Ltd. Dec 2022: Appointed Representative Director, President of Phoenix Denki Co., Ltd. Dec 2022: Appointed Representative Director, President of Lux Co., Ltd. May 2025: Appointed Director, Advisor of Lux Co., Ltd. (current) May 2025: Appointed Director, Chairman of Leadtech Co., Ltd. (current) Jan 2026: Appointed Chairman of Taiwan Nakan Taike Co., Ltd. (current)

1961-03-10

Yasushi AKIBA

Director

Aug 2011: Joined Nakan Techno Co., Ltd. May 2012: Appointed Director, General Manager of Administration Division, Nakan Techno Co., Ltd. Oct 2016: Appointed Audit & Supervisory Board Member, Leadtech Co., Ltd. May 2019: Appointed General Manager, General Administration Division of the Company Jun 2019: Appointed Director, General Manager, General Administration Division of the Company Jun 2020: Appointed Managing Director, Head of Business Planning & Development Office and General Manager, General Administration Division of the Company Dec 2020: Appointed Managing Director, Head of Business Planning & Development Office of the Company May 2021: Appointed Director, Head of President's Office, Nakan Techno Co., Ltd. Nov 2021: Appointed Managing Director, Head of Business Planning & Development Office and General Manager, General Administration Division of the Company May 2022: Appointed Managing Director, Head of President's Office and General Manager, General Administration Division of the Company May 2022: Appointed Director of Phoenix Denki Co., Ltd. Oct 2022: Appointed Director of Lux Co., Ltd. (current) Mar 2024: Appointed Representative Director, President of Phoenix Denki Co., Ltd. (current) Apr 2024: Appointed Managing Director, Head of President's Office of the Company Apr 2025: Appointed Representative Director of Techno Kobo Co., Ltd. Jun 2025: Appointed Director of the Company (current)

1967-09-03

Masumi NISHIDA

Director

Nov 2008: Joined Nikko Citigroup Securities (now Citigroup Securities) Dec 2014: Joined Citigroup Global Markets Inc. (New York) May 2021: Joined Dalton Advisory Co., Ltd. Oct 2022: Appointed Representative Director of Hikari Acquisition Co., Ltd. (current) Jan 2023: Appointed Managing Director of Dalton Advisory Co., Ltd. (current) Jan 2023: Appointed Partner of Dalton Investments, Inc. (current) Aug 2023: Appointed Partner and Head of Research of Rising Sun Management Ltd. (current) Jun 2025: Appointed Director of the Company (current) Jul 2025: Appointed Representative Director, President of Helios Techno Investments Co., Ltd. (current) Apr 2026: Appointed Director of Honda Motor Co., Ltd. (current)

1985-01-31

Kazutaka MIZUOCHI

Director

Apr 1997: Joined Tokyo Aoyama Law Office (now Baker & McKenzie Law Office) Aug 2002: Joined Baker & McKenzie Chicago Jan 2006: Appointed Partner, Baker & McKenzie Law Office Jul 2018: Appointed Partner, Hibiya Nakata Law Office (current) Feb 2020: Appointed President of Rising Sun Management Ltd. (current) Jun 2025: Appointed Director of the Company (current) Jul 2025: Appointed Representative Director, Vice President of Helios Techno Investments Co., Ltd. (current) Apr 2026: Appointed Representative Director of Honda Motor Co., Ltd. (current)

1970-03-15

Keita NAKURA

Director

Apr 1998: Registered as attorney (Osaka Bar Association); joined Yodoyabashi Joint Law Office (now Yodoyabashi Yamagami Joint Law Corporation) (current) Feb 2002: Transferred registration to Daiichi Tokyo Bar Association Jun 2017: Appointed Audit & Supervisory Board Member of Meister Engineering Co., Ltd. Jun 2020: Appointed Director of the Company (current) Mar 2021: Appointed Audit & Supervisory Board Member of DIC Corporation (current)

1971-01-11

Reiko KINOSHITA

Director

Apr 1987: Joined Industrial Bank of Japan, Ltd. (now Mizuho Financial Group, Inc.) Apr 2000: Appointed Vice President, Lehman Brothers Securities Company Oct 2002: Appointed Senior Vice President, Tokyo Star Bank, Ltd. Jul 2005: Appointed Director and Managing Executive Officer, ESBI Capital Co., Ltd. (now SBI Capital Co., Ltd.) Jan 2006: Appointed Representative Director and COO, SBI Debt Collection Service Co., Ltd. Jun 2006: Appointed Representative Director, SBI Capital Solutions Co., Ltd. (now Admiral Capital Co., Ltd.) (current) Jun 2007: Appointed Director and Managing Executive Officer, SBI Holdings, Inc. Jul 2008: Appointed Representative Director, SBI Receipt Co., Ltd. May 2011: Appointed Representative Director, Do Financial Service Co., Ltd. (current) Jun 2018: Appointed Representative Director, Higashi Nippon Shinpan Co., Ltd. (current) Jun 2020: Appointed Director of the Company (current) Feb 2021: Appointed Representative Director, Unifinance Co., Ltd. (current) May 2022: Appointed Director of Phoenix Denki Co., Ltd. (current) Dec 2022: Appointed Representative Director, Wisteria Co., Ltd. (current) Aug 2024: Appointed Director of Kusuri no Aoki Holdings Co., Ltd. (current) Jun 2025: Appointed Director of Daiichi Sankyo Co., Ltd. (current)

1964-07-03

Tatsuya ONIZUKA

Full-time Audit & Supervisory Board Member

Apr 1982: Joined The Taiyo Kobe Bank, Ltd. (now Sumitomo Mitsui Banking Corporation) Apr 2002: Appointed Branch Manager, Fukae Branch, Sumitomo Mitsui Banking Corporation Jul 2009: Joined Nakan Techno Co., Ltd.; appointed General Manager, Production Control Division May 2010: Appointed Director, General Manager, Production Control Division, Nakan Techno Co., Ltd. Dec 2011: Appointed Director, General Manager, Plate Business Division, Nakan Techno Co., Ltd. Sep 2019: Appointed General Manager, Internal Audit Office of the Company Jun 2020: Appointed Audit & Supervisory Board Member of the Company (current) May 2023: Appointed Audit & Supervisory Board Member of Phoenix Denki Co., Ltd. (current) Jul 2025: Appointed Audit & Supervisory Board Member of Helios Techno Investments Co., Ltd. (current) Apr 2026: Appointed Audit & Supervisory Board Member of Honda Motor Co., Ltd. (current)

1958-07-07

Tomoko SUZUKI

Audit & Supervisory Board Member

Oct 1996: Joined Tohmatsu & Co. (now Deloitte Touche Tohmatsu LLC) Sep 2003: Registered as Certified Public Accountant Aug 2005: Opened Tomoko Suzuki CPA Office as Representative (current) Mar 2006: Registered as Certified Tax Accountant Sep 2012: Appointed Director, Specified Nonprofit Corporation NPO Accounting & Tax Professionals Network Jul 2015: Appointed Supervisory Officer, Ichigo Hotel REIT Investment Corporation Jun 2019: Appointed Outside Director of Bulldog Sauce Co., Ltd. Jun 2022: Appointed Director (Audit and Supervisory Committee Member) of UBE Corporation (current) Jun 2023: Appointed Audit & Supervisory Board Member of the Company (current) Jun 2024: Appointed Director (Audit and Supervisory Committee Member) of Sojitz Corporation (current)

1973-11-22

Takashi KIUCHI

Audit & Supervisory Board Member

Oct 1998: Joined Asahi Audit Corporation (now Azsa LLC) Oct 2006: Registered as attorney (Daiichi Tokyo Bar Association); joined Nagashima Ohno & Tsunematsu Apr 2011: Seconded to Inspection Bureau, Financial Services Agency May 2013: Returned to Nagashima Ohno & Tsunematsu Aug 2019: Appointed Partner, Miura & Partners (current) Feb 2020: Re-registered as Certified Public Accountant Jun 2024: Appointed Audit & Supervisory Board Member of the Company (current)

1969-11-23

Large Shareholding Reports

Morgan Stanley MUFG Securities Co., Ltd.

2026-07-22

5.72%→1.72%

Goldman Sachs International

2026-06-05

4.75%

Morgan Stanley MUFG Securities Co., Ltd.

2026-06-04

5.84%→5.72%

Morgan Stanley MUFG Securities Co., Ltd.

2026-04-21

5.79%→5.84%

Dalton Investments, Inc.

2026-04-08

12.95%→12.95%

Morgan Stanley MUFG Securities Co., Ltd.

2026-04-06

4.66%→5.79%

Morgan Stanley MUFG Securities Co., Ltd.

2026-02-19

4.66%

Annual report (as of 2026-03-31): 7.27%

Dalton Investments, Inc.

2025-09-11

12.95%→12.95%

Asset Value Investors Limited

2025-06-26

5.01%→3.77%

Dalton Investments, Inc.

2025-06-24

12.74%→12.95%

Dalton Investments, Inc.

2025-05-30

12.74%→12.74%

Dalton Investments, Inc.

2025-05-21

12.26%→12.74%

Asset Value Investors Limited

2025-04-07

5.01%

Dalton Investments, Inc.

2025-01-24

11.70%→12.26%

Dalton Investments, Inc.

2025-01-10

11.69%→11.70%

Dalton Investments, Inc.

2024-12-27

11.05%→11.69%

Dalton Investments, Inc.

2024-12-12

10.61%→11.05%

Dalton Investments, Inc.

2024-11-13

9.63%→10.61%

Dalton Investments, Inc.

2024-11-01

9.11%→9.63%

Dalton Investments, Inc.

2024-10-08

8.73%→9.11%

Dalton Investments, Inc.

2024-08-13

6.86%→8.73%

Dalton Investments, Inc.

2024-07-22

6.00%→6.86%

Dalton Investments, Inc.

2024-07-18

4.54%→6.00%

Dalton Investments, Inc.

2024-07-12

3.87%→4.54%

Dalton Investments, Inc.

2024-07-04

3.36%→3.87%

NIPPON ACTIVE VALUE FUND PLC

2024-06-21

3.50%→3.54%

NIPPON ACTIVE VALUE FUND PLC

2024-06-13

2.84%→3.50%

NIPPON ACTIVE VALUE FUND PLC

2024-06-12

2.84%

Disclosures

No disclosures

Primary Source Filings

TDnet

2026-08-04

Q1 Earnings Flash

FY ending Mar 2027

Helios Techno Holding Co.,Ltd.

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Helios Techno Holding Co.,Ltd.

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