Overview
Machinery

MITSUI E&S Co.,Ltd.

Mitsui E&S Group is a total supplier of marine propulsion systems, including marine engines, dual-fuel engine fuel supply systems, and related afterservices, supporting global maritime logistics. The Group also designs and manufactures container cranes and industrial cranes, and provides port terminal management and remote monitoring systems covering the full lifecycle of port operations worldwide. Additionally, the Group is expanding into growth businesses targeting new energy markets such as hydrogen and SAF fuels, as well as industrial machinery and related peripheral services.

Market Cap
¥354B
US$2.26B
EV
¥366B
US$2.33B
Stock¥3,511▼-1.32%
US$1 = ¥156.80 (2026-10-23)
LTM EV/EBITDA
7.8
x
LTM EV/EBIT
9.3
x
LTM PER
9.0
x
LTM PBR
1.6
x
Stock vs TOPIX (1Y, base=100)vs TOPIX ▼-58.8%pt
10012
Oct 24, 25 – Oct 23, 26StockTOPIX
1Nov 28, 25Company-specific positive factors
2Aug 3, 26Q1 FY2027/03 earnings announced
MC → EV Bridge
354BUS$2.26BMarket Cap86.4BUS$551M+ Debt38.3BUS$244M− Cash41.3BUS$263M− Inv. Sec.4.72BUS$30.1M+ NCI366BUS$2.33BEV
AI Briefing
Total supplier of marine engines and container cranes, pivoting toward hydrogen/SAF decarbonization plays. FY26/3 revenue ¥353B with OP margin expanding to 10.7%, up sharply from 6.5% a year earlier. No tender offer in data; shareholder base includes Imabari Shipbuilding (3.83%) and Mitsui & Co. (2.52%) as strategic watch points.
Performance & Balance
Revenue 5Y (¥B)
579US$3.69B'22/3262US$1.67B'23/3302US$1.93B'24/3315US$2.01B'25/3353US$2.25B'26/3
EBITDA 5Y (¥B)
0.62US$3.95M'22/316.4US$105M'23/327.0US$172M'24/330.7US$196M'25/345.7US$292M'26/3
Net Income 5Y (¥B)
-21.8-US$139M'22/315.6US$99.2M'23/325.1US$160M'24/339.1US$249M'25/338.5US$245M'26/3
Capital Structure
72%
28%
EquityD/E 0.39xDebt
Liquidity vs Debt 5Y (¥B)▼ Net Debt
CashInv. Sec.Debt
95.0US$606M136US$865M'22/3115US$731M145US$928M'23/3112US$712M171US$1.09B'24/365.0US$415M105US$671M'25/3112US$715M98.6US$629M'26/3
Shareholders
Top 10 hold 38.6%
1
The Master Trust Bank of Japan, Ltd. (Trust Account)
13.66%
2
Custody Bank of Japan, Ltd. (Trust Account)
7.19%
3
IMABARI SHIPBUILDING CO.,LTD.
3.83%
4
BNY GCM CLIENT ACCOUNT JPRD AC ISG (FE-AC; Standing Proxy: MUFG Bank, Ltd.)
3.79%
5
MITSUI & CO.,LTD. (Standing Proxy: Custody Bank of Japan, Ltd.)
2.52%
6
J.P. MORGAN BANK LUXEMBOURG S.A. 384513 (Standing Proxy: Mizuho Bank, Ltd.)
2.00%
7
Taiju Life Insurance Company Limited (Standing Proxy: Custody Bank of Japan, Ltd.)
1.58%
8
THE CHASE MANHATTAN BANK, N.A. LONDONSECS LENDING OMNIBUS ACCOUNT (Standing Proxy: Mizuho Bank, Ltd.)
1.37%
9
JP MORGAN CHASE BANK 385781 (Standing Proxy: Mizuho Bank, Ltd.)
1.36%
10
STATE STREET BANK AND TRUST COMPANY 505223 (Standing Proxy: Mizuho Bank, Ltd.)
1.26%
Management
7 officers
Takeyuki TAKAHASHI
Representative Director, President, CEO, CCO; in charge of General Management, Internal Audit Office, Procurement Department and Growth Business Promotion Division
Apr 1987 Joined the Company Oct 2007 General Manager, Transport Equipment Sales Department, Steel Structures and Logistics Business Division Jun 2012 General Manager, Transport Equipment Sales Department, Machinery and Systems Business Division Sep 2015 Manager, Corporate Planning Department Oct 2015 General Manager, Global Strategy Office, Corporate Planning Department Oct 2016 General Manager, Strategic Planning Office, Corporate Planning Department Feb 2018 Assistant to the Head, Machinery and Systems Business Division Apr 2018 Executive Officer, Mitsui E&S Machinery Co., Ltd. Apr 2019 Representative Director, President, Mitsui E&S Machinery Co., Ltd. Jun 2019 Director, the Company Jun 2020 Retired as Director, the Company Mar 2021 Director, Mitsui Ocean Development & Engineering Co., Ltd. Apr 2021 General Manager, Growth Business Promotion Office and General Manager, Human Resources and General Affairs Department, the Company Jun 2021 Director, CCO; in charge of Internal Audit and Legal Affairs Department and Human Resources and General Affairs Department Nov 2021 Outside Director, Mitsui Ocean Development & Engineering Co., Ltd. Apr 2022 Representative Director, President, CEO and General Management (current); in charge of Growth Business Promotion Office Apr 2023 In charge of business divisions Jun 2024 In charge of Procurement Department and Growth Business Promotion Division (current) Jul 2024 In charge of Internal Audit Office (current)
1964-10-09
Takemi MATSUMURA
Representative Director, Executive Vice President, CFO, CIO, Assistant to the President; in charge of Corporate Division
Apr 1991 Joined the Company Dec 2013 Obtained Ph.D. (Environmental Studies), The University of Tokyo Apr 2015 General Manager, Basic Design Department, Ships and Naval Vessels Business Division Feb 2018 General Manager, Strategic Planning Office, Corporate Planning Department, Planning Division Mar 2018 Director, Mitsui Ocean Development & Engineering Co., Ltd. Mar 2019 General Manager, Corporate Planning Department, the Company Jun 2020 Director (current), the Company; CISO; in charge of Corporate Planning Department Apr 2022 Representative Director, Executive Vice President, Assistant to the President (current); CSO; in charge of Engineering Business Management Office and Human Resources and General Affairs Department Apr 2023 CFO, CIO (current); in charge of Accounting Department, Finance Department and Procurement Department Jul 2024 In charge of Legal Affairs Office Apr 2026 In charge of Corporate Division (current)
1967-05-25
Ichiro TANAKA
Director, Assistant to the President; in charge of Marine Propulsion Systems Business Division and Logistics Systems Business Division
Apr 1986 Joined the Company Jan 2011 General Manager, Machinery Plant Technology Development Department, Machinery and Systems Business Division Nov 2013 General Manager, Machinery Plant Diesel Design Department, Machinery and Systems Business Division Apr 2016 Executive Officer, General Manager, Planning and Administration Department, Machinery and Systems Business Division Apr 2018 Director and Executive Officer, General Manager, Diesel Business Division and Strategic Planning Office, Mitsui E&S Machinery Co., Ltd. Apr 2019 Director and Executive Officer, CTO, General Manager, Diesel Business Division, Mitsui E&S Machinery Co., Ltd. Apr 2021 Representative Director, President, CEO and CTO, Mitsui E&S Machinery Co., Ltd. Apr 2023 Executive Officer, General Manager, Growth Business Promotion Division, the Company Jun 2023 Director, Assistant to the President (current); in charge of Procurement Department and business divisions Jun 2024 In charge of Marine Propulsion Systems Business Division and Logistics Systems Business Division (current)
1961-11-25
Yuichi SHIOMI
Director (Full-time Audit and Supervisory Committee Member)
Apr 1982 Joined the Company Apr 2010 General Manager, Accounting Department, Tamano Works May 2013 Manager, Finance and Accounting Department and Manager, Export Control Office Apr 2014 Executive Officer, General Manager, Finance and Accounting Department Apr 2015 Executive Officer Apr 2017 Managing Executive Officer, CFO; in charge of IR Office Jun 2017 Director Jun 2019 Representative Director, President, Mitsui E&S Business Service Co., Ltd. Apr 2020 Director, Mitsui E&S Business Service Co., Ltd. Jun 2020 Full-time Audit & Supervisory Board Member, the Company Jun 2023 Director (Full-time Audit and Supervisory Committee Member) (current)
1958-10-20
Koichi KAWASAKI
Director (Audit and Supervisory Committee Member) (Note 8)
Apr 1983 Joined Japan Synthetic Rubber Co., Ltd. Jun 2003 General Manager, Manufacturing Technology Center No. 1, JSR Corporation Jun 2005 Executive Officer, General Manager, Production Technology Department, JSR Corporation Jun 2007 Director and Senior Executive Officer, General Manager, Production Technology Department, JSR Corporation Jun 2008 Director and Senior Executive Officer, General Manager, Elastomer Business Division, JSR Corporation Jun 2011 Managing Executive Officer, General Manager, Petrochemicals Business Division, JSR Corporation Jun 2014 Senior Managing Executive Officer, General Manager, Petrochemicals Business Division, JSR Corporation Jun 2016 Representative Director and Senior Managing Executive Officer, General Manager, Production Technology Group, JSR Corporation Apr 2018 Representative Director and Senior Managing Executive Officer, General Manager, Production Technology Group, JSR Corporation; President, Japan Butyl Co., Ltd. Jun 2019 Director and Senior Managing Executive Officer, JSR Corporation; President, Japan Butyl Co., Ltd. Jun 2021 Retired as Director, President, Japan Butyl Co., Ltd. Jun 2022 Retired as Director and Senior Managing Executive Officer, JSR Corporation Jun 2023 Outside Director (Audit and Supervisory Committee Member), the Company (current)
1957-04-20
Mie MIWA
Director (Audit and Supervisory Committee Member) (Note 8)
Apr 1989 Joined East Japan Railway Company Jun 2008 Director, General Manager, Marketing and Development Department, Tokyo Station City Development Co., Ltd. Apr 2009 Director, General Manager, Marketing and Development Department, Atre Co., Ltd. Jun 2012 General Manager, Shopping Office Business Promotion Division, Business Creation Headquarters, East Japan Railway Company Jun 2013 General Manager, Business Promotion Division, Business Creation Headquarters, East Japan Railway Company Jun 2015 Managing Director, General Manager, Growth Strategy Office, Atre Co., Ltd. Dec 2017 Executive Officer, General Manager, Regional Revitalization Division, Business Creation Headquarters, East Japan Railway Company Jun 2018 Executive Officer, General Manager, New Business and Regional Revitalization Division, Business Creation Headquarters; General Manager, Shinagawa Urban Development Division, East Japan Railway Company Jun 2020 Executive Officer, General Manager, New Business Creation Division, Business Creation Headquarters, East Japan Railway Company May 2021 Outside Audit & Supervisory Board Member, Central Security Patrols Co., Ltd. Jun 2022 Managing Executive Officer, in charge of Regional Exchange and CX Promotion, JTB Corp. (current) Jun 2024 Outside Director (Audit and Supervisory Committee Member), the Company (current) Jun 2025 Outside Director, Shinano Railway Co., Ltd. (current)
1965-11-05
Lai Yong WONG
Director (Audit and Supervisory Committee Member) (Note 8)
Mar 2004 Obtained Ph.D. (Business Administration), Yokohama National University Sep 2013 Founder, Principal Trainer and Consultant, First Penguin Sdn. Bhd. (current) Jul 2018 Director, Penang Women's Development Corporation Oct 2019 Specially Appointed Associate Professor, Shizenkan University Graduate School (current) Jun 2020 Outside Director, Nitto Denko Corporation (current) Nov 2022 Outside Director, FarmNote Holdings Co., Ltd. Jun 2024 Outside Director, the Company Jun 2025 Outside Director (Audit and Supervisory Committee Member) (current) Sep 2025 Outside Director, FarmNote Co., Ltd.
1972-01-10
Large Shareholding Reports
Morgan Stanley Capital Services LLC
2026-09-18
1.90%→2.12%
Morgan Stanley & Co. International plc
2026-09-15
2.08%
Sumitomo Mitsui Trust Asset Management Co., Ltd.
2026-07-22
2.90%
Goldman Sachs International
2026-06-05
4.12%→2.54%
Amova Asset Management Co., Ltd.
2026-06-04
3.33%→2.44%
Goldman Sachs International
2026-05-22
4.12%
J.P. Morgan Asset Management (Japan) Limited
2026-05-08
4.33%→3.47%
J.P. Morgan Asset Management (Japan) Limited
2026-04-20
4.66%→4.33%
J.P. Morgan Asset Management (Japan) Limited
2026-04-03
5.54%→4.66%
Nomura Asset Management Co., Ltd.
2026-03-23
3.32%→3.33%
J.P. Morgan Asset Management (Japan) Limited
2026-03-18
6.56%→5.54%
J.P. Morgan Asset Management (Japan) Limited
2026-03-04
6.56%→6.56%
J.P. Morgan Asset Management (Japan) Limited
2026-02-18
6.58%→6.56%
J.P. Morgan Asset Management (Japan) Limited
2026-02-04
6.58%→6.58%
J.P. Morgan Asset Management (Japan) Limited
2026-01-20
6.71%→6.58%
Nomura Asset Management Co., Ltd.
2026-01-20
3.32%
J.P. Morgan Asset Management (Japan) Limited
2026-01-06
6.77%→6.71%
Nomura Asset Management Co., Ltd.
2025-12-19
4.41%→3.31%
J.P. Morgan Asset Management (Japan) Limited
2025-12-18
7.64%→6.77%
Amova Asset Management Co., Ltd.
2025-11-07
3.42%→3.33%
J.P. Morgan Asset Management (Japan) Limited
2025-11-05
7.81%→7.64%
J.P. Morgan Asset Management (Japan) Limited
2025-10-20
7.81%→7.81%
J.P. Morgan Asset Management (Japan) Limited
2025-10-03
7.89%→7.81%
Amova Asset Management Co., Ltd.
2025-09-19
3.35%→3.42%
J.P. Morgan Asset Management (Japan) Limited
2025-09-03
7.60%→7.89%
Nomura Asset Management Co., Ltd.
2025-08-22
4.78%→4.41%
Nikko Asset Management Co., Ltd.
2025-08-21
3.16%→3.35%
J.P. Morgan Asset Management (Japan) Limited
2025-08-14
7.60%→7.60%
J.P. Morgan Asset Management (Japan) Limited
2025-08-13
7.60%→7.60%
Nomura Asset Management Co., Ltd.
2025-08-07
4.59%→4.78%
Nikko Asset Management Co., Ltd.
2025-08-06
1.87%→3.16%
J.P. Morgan Asset Management (Japan) Limited
2025-08-05
7.60%→7.60%
Disclosures
No disclosures
Primary Source Filings
EDINET
2026-09-18
Large Shareholding Report
EDINET
2026-09-15
Large Shareholding Report
TDnet
2026-08-03
Q1 Earnings Flash
FY ending Mar 2027
EDINET
2026-07-22
Large Shareholding Report
EDINET
2026-06-25
Annual Securities Report
Period: Apr 2025 – Mar 2026
EDINET
2026-06-05
Large Shareholding Report
EDINET
2026-06-04
Large Shareholding Report
EDINET
2026-05-25
中期経営計画
EDINET
2026-05-22
Large Shareholding Report
EDINET
2026-05-08
Large Shareholding Report
EDINET
2026-04-20
Large Shareholding Report
EDINET
2026-04-03
Large Shareholding Report
EDINET
2026-03-23
Large Shareholding Report
EDINET
2026-03-18
Large Shareholding Report
EDINET
2026-03-04
Large Shareholding Report
EDINET
2026-02-18
Large Shareholding Report
TDnet
2026-02-10
Q3 Earnings Flash
FY ending Mar 2026
EDINET
2026-02-04
Large Shareholding Report
EDINET
2026-01-20
Large Shareholding Report
EDINET
2026-01-20
Large Shareholding Report
EDINET
2026-01-06
Large Shareholding Report
EDINET
2025-12-19
Large Shareholding Report
EDINET
2025-12-18
Large Shareholding Report
EDINET
2025-11-13
Semi-Annual Securities Report
Period: Apr 2025 – Mar 2026
EDINET
2025-11-07
Large Shareholding Report
EDINET
2025-11-05
Large Shareholding Report
EDINET
2025-10-20
Large Shareholding Report
EDINET
2025-10-03
Large Shareholding Report
EDINET
2025-09-19
Large Shareholding Report
EDINET
2025-09-03
Large Shareholding Report
Ask AI
I have this company's financials, ownership, and management on hand. Ask me anything from an M&A perspective.
End of Preview

Try the full product

Free demo (no time limit, up to 10 companies). Explore Comps, DCF, LBO, WACC on every screen. Excel export is on the paid plan.

Free Demo (No Time Limit, 10 Companies) →