Overview
Transportation Equipment

The Lead Co.,Inc.

LEAD Co., Inc. is a Japanese manufacturer specializing in metal press processing and resin molding, with over 70 years of operating history. The company's core business (approx. 92% of revenue) consists of made-to-order automotive components, including exterior parts such as bumpers and spoilers, and handbrake lever systems, supplied to major automakers. Its proprietary product segments include bicycle parking systems (planning, design, manufacturing, installation, and maintenance) and electronic equipment racks and chassis, together comprising approximately 8% of revenue.

Market Cap
¥1.46B
US$9.30M
EV
¥2.88B
US$18.4M
Stock¥563▼-1.05%
US$1 = ¥156.80 (2026-10-23)
LTM EV/EBITDA
5.1
x
LTM EV/EBIT
NM
LTM PER
NM
LTM PBR
0.6
x
Stock vs TOPIX (1Y, base=100)vs TOPIX ▼-27.9%pt
1001
Oct 24, 25 – Oct 23, 26StockTOPIX
1Mar 5, 26Rebound buying after previous decline
MC → EV Bridge
1.46BUS$9.30MMarket Cap4.16BUS$26.5M+ Debt1.71BUS$10.9M− Cash1.02BUS$6.52M− Inv. Sec.2.88BUS$18.4MEV
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Performance & Balance
Revenue 5Y (¥B)
3.96US$25.3M'22/35.02US$32.0M'23/35.06US$32.3M'24/34.19US$26.7M'25/35.14US$32.8M'26/3
EBITDA 5Y (¥B)
0.17US$1.10M'22/30.60US$3.85M'23/30.42US$2.70M'24/30.25US$1.59M'25/30.43US$2.74M'26/3
Net Income 5Y (¥B)
-0.19-US$1.20M'22/30.18US$1.17M'23/30.05US$0.31M'24/3-0.10-US$0.66M'25/3-0.07-US$0.44M'26/3
Capital Structure
38%
62%
EquityD/E 1.65xDebt
Liquidity vs Debt 5Y (¥B)▼ Net Debt
CashInv. Sec.Debt
2.40US$15.3M4.07US$25.9M'22/32.31US$14.7M3.60US$23.0M'23/32.70US$17.2M3.48US$22.2M'24/32.37US$15.1M3.71US$23.6M'25/32.53US$16.1M4.23US$27.0M'26/3
Shareholders
Top 10 hold 51.1%
1
Motoharu IWASAKI
12.41%
2
Yasushi ARITA
8.50%
3
I.T.C. Co., Ltd.
6.76%
4
Lead Kyoei Investment Association
6.29%
5
Saitama Resona Bank, Limited
4.86%
6
Saitama Kogyo Co., Ltd.
3.34%
7
MATSUI SECURITIES CO.,LTD.
3.05%
8
Yui ASANO
2.32%
9
Musashi Securities Co.,Ltd.
1.93%
10
Kazuko IWASAKI
1.68%
Management
8 officers
Motoharu IWASAKI
Representative Director, President
Jan 2008 Joined the Company May 2011 Executive Officer, General Manager, Technology Department, the Company Dec 2011 Executive Officer, General Manager, Supplies Department, the Company Jun 2012 Director, General Manager, Supplies Department, the Company Jan 2013 Managing Director, General Manager, Automotive Parts Business Division, the Company Apr 2014 Representative Director, President, the Company Jun 2018 Representative Director, President, the Company; in charge of LB Business Division Jun 2021 Representative Director, President, the Company Jun 2025 Representative Director, President, the Company; in charge of LB Business Division (current)
1980-08-03
Setsumi SOMEYA
Managing Director, General Manager, Automotive Parts Business Division
Apr 1982 Joined the Company Jun 2008 Director, General Manager, Sales Department, the Company Jan 2013 Director, Deputy General Manager, Automotive Parts Business Division, the Company Apr 2014 Managing Director, General Manager, Automotive Parts Business Division, the Company Apr 2017 Managing Director, General Manager, Automotive Parts Business Division; in charge of Sales and Technology Departments, the Company Jun 2018 Managing Director, General Manager, Automotive Parts Business Division; in charge of Sales and General Affairs Departments, the Company Jun 2021 Managing Director, General Manager, Automotive Parts Business Division; in charge of Sales Section and Quality Assurance Section, the Company Jun 2022 Managing Director, General Manager, Automotive Parts Business Division; in charge of Sales and Quality Assurance Departments, the Company Apr 2023 Managing Director, General Manager, Automotive Parts Business Division; in charge of Sales Department, the Company Dec 2023 Managing Director, General Manager, Automotive Parts Business Division; in charge of Sales and Purchasing Departments, the Company (current)
1960-03-10
Shigeharu SHIBASAKI
Director, Deputy General Manager, Automotive Parts Business Division
Apr 1979 Joined the Company Apr 2005 General Manager, Production Engineering Department, the Company Apr 2009 General Manager, Quality Assurance Department, the Company Jan 2013 General Manager, Manufacturing Department, Automotive Parts Business Division, the Company Apr 2014 Executive Officer, Deputy General Manager, Automotive Parts Business Division, the Company Jun 2016 Director, Deputy General Manager, Automotive Parts Business Division, the Company Apr 2017 Director, Deputy General Manager, Automotive Parts Business Division; in charge of Manufacturing Department, the Company Jun 2018 Director, Deputy General Manager, Automotive Parts Business Division; in charge of Manufacturing and Technology Departments, the Company Apr 2023 Director, Deputy General Manager, Automotive Parts Business Division; in charge of Manufacturing, Technology and Quality Assurance Departments, the Company Jun 2024 Director, Deputy General Manager, Automotive Parts Business Division; in charge of Technology and Quality Assurance Departments, the Company Oct 2025 Director, Deputy General Manager, Automotive Parts Business Division; in charge of Quality Assurance, Technology, Production Control and Manufacturing Departments, the Company (current)
1956-04-27
Hidemi TAGUCHI
Director, General Manager, General Affairs Department
Apr 1978 Joined The Saitama Bank, Ltd. (now Saitama Resona Bank, Ltd.) Apr 2002 Joined Daisho Automobile Co., Ltd. Nov 2003 Joined the Company Apr 2017 General Manager, General Affairs Department, the Company Jul 2019 Executive Officer, General Manager, General Affairs Department, the Company Jun 2021 Director, General Manager, General Affairs Department, the Company (current)
1960-03-25
Masaki MIZUNO
Director, General Manager, Sustainability Promotion Department
Apr 1988 Joined Fuji Heavy Industries Ltd. (now SUBARU Corporation) Nov 1993 Seconded to Subaru of America, Inc. (SIA) Feb 2006 Seconded to Toyota Motor Corporation Aug 2010 Fuji Heavy Industries Ltd., China Project Preparation Office Oct 2013 Same company, Manager in charge, Corporate Planning Department Apr 2015 Same company, General Manager, Production Engineering Management Department, Main Plant Oct 2016 Same company, General Manager, No. 2 Production Department, Yajima Plant Apr 2020 SUBARU Corporation, General Manager, Production Quality Control Department, Main Plant Jul 2021 SUBARU Corporation, Manager in charge, Production Planning Department, Main Plant Oct 2022 SUBARU Corporation, Head, TPM Promotion Office, Main Plant Apr 2023 Executive Officer, Deputy General Manager, Automotive Parts Business Division, General Manager, Production Department, the Company Jun 2024 Director, Deputy General Manager, Automotive Parts Business Division, General Manager, Production Department, the Company Dec 2025 Director, General Manager, Sustainability Promotion Department, the Company (current)
1966-03-17
Chikara MITSUI
Director, Full-time Audit and Supervisory Committee Member
Apr 1977 Joined The Saitama Bank, Ltd. (now Saitama Resona Bank, Ltd.) Apr 1994 Seconded to Saitama Research Institute (Saitama Prefecture Third Sector) Apr 1997 Assigned externally, Asahi Bank, Ltd. (now Saitama Resona Bank, Ltd.) Feb 2000 Seconded to Asahi Research Institute, Ltd. (now Resona Research Institute Co., Ltd.) Jan 2004 Seconded to Fujima Hospital, Medical Corporation Tohwakai Jan 2006 Administrative Manager, Tokyo Seitoku University Fukaya High School, Tokyo Seitoku Gakuen Aug 2019 Joined the Company, Internal Audit Office Mar 2026 Director, Full-time Audit and Supervisory Committee Member, the Company (current)
1954-07-03
Masataka NISHIDA
Director, Audit and Supervisory Committee Member
May 1996 Head, Nishida Accounting Office Jul 2008 Representative Partner, Nishida Accounting Office Tax Accountant Corporation Jun 2010 Audit & Supervisory Board Member, the Company Jun 2015 Director, Audit and Supervisory Committee Member, the Company (current) Dec 2020 Partner, Nishida Accounting Office Tax Accountant Corporation (current)
1955-12-08
Katsunori SAITO
Director, Audit and Supervisory Committee Member
Sep 1996 Business Reform Manager, Administrative Department, Asahi Bank, Ltd. Oct 2005 Daiei Real Estate Co., Ltd., Legal Affairs, Sales Promotion Department Feb 2011 Head, Saito Judicial Scrivener Office (current) Jun 2015 Director, Audit and Supervisory Committee Member, the Company (current)
1953-04-08
Large Shareholding Reports
Yasushi ARITA
2026-04-08
7.29%→8.45%
Annual report (as of 2026-03-31): 8.50%
Yasushi ARITA
2025-09-22
6.28%→7.29%
Annual report (as of 2026-03-31): 8.50%
Motoharu IWASAKI
2025-08-26
—
Annual report (as of 2026-03-31): 12.41%
Disclosures
No disclosures
Primary Source Filings
TDnet
2026-08-07
Q1 Earnings Flash
FY ending Mar 2027
EDINET
2026-06-23
Annual Securities Report
Period: Apr 2025 – Mar 2026
TDnet
2026-06-04
株主総会招集通知
EDINET
2026-04-08
Large Shareholding Report
TDnet
2026-02-10
Q3 Earnings Flash
FY ending Mar 2026
EDINET
2025-11-13
Semi-Annual Securities Report
Period: Apr 2025 – Mar 2026
EDINET
2025-09-22
Large Shareholding Report
EDINETAmended
2025-08-26
Change Report
TDnet
2025-08-08
Q1 Earnings Flash
FY ending Mar 2026
EDINET
2025-06-27
Annual Securities Report
Period: Apr 2024 – Mar 2025
TDnet
2025-02-13
Q3 Earnings Flash
FY ending Mar 2025
EDINET
2024-11-13
Semi-Annual Securities Report
Period: Apr 2024 – Mar 2025
TDnet
2024-08-09
Q1 Earnings Flash
FY ending Mar 2025
EDINET
2024-06-28
Annual Securities Report
Period: Apr 2023 – Mar 2024
EDINET
2024-02-13
Quarterly Securities Report
Period: Oct 2023 – Dec 2023
EDINET
2023-11-13
Quarterly Securities Report
Period: Jul 2023 – Sep 2023
EDINET
2023-08-10
Quarterly Securities Report
Period: Apr 2023 – Jun 2023
EDINET
2023-06-30
Annual Securities Report
Period: Apr 2022 – Mar 2023
EDINET
2023-02-13
Quarterly Securities Report
Period: Oct 2022 – Dec 2022
EDINET
2022-11-14
Quarterly Securities Report
EDINET
2022-08-10
Quarterly Securities Report
EDINET
2022-06-30
Annual Securities Report
EDINET
2022-02-14
Quarterly Securities Report
EDINET
2021-11-12
Quarterly Securities Report
EDINET
2021-08-06
Quarterly Securities Report
EDINET
2021-06-30
Annual Securities Report
EDINET
2021-02-12
Quarterly Securities Report
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