beluuga.ai

Overview

Transportation Equipment

EXEDY Corporation

EXEDY Corporation is a leading manufacturer of drivetrain components, producing clutch discs, clutch covers, dual-mass flywheels, torque converters, and automatic transmission parts for the automotive market, as well as power shift transmissions for industrial machinery. The company serves both OEM and aftermarket customers globally across manual transmission (MT), automatic transmission (AT), and industrial drivetrain (TS) segments. With operations in 25 countries and a broad group structure including 44 subsidiaries and 7 affiliates, EXEDY holds a strong competitive position as a global drivetrain component supplier.

Activists: Former Murakami Fund group (City Index Eleventh, Reno, Minamiaoyama Real Estate) 4.12%

Market Cap

¥203B

US$1.29B

¥201B

US$1.28B

Stock¥5,620▲+0.00%

US$1 = ¥157.05 (2026-10-22)

LTM EV/EBITDA

5.6

LTM EV/EBIT

8.5

LTM PER

14.2

LTM PBR

1.1

Stock vs TOPIX (1Y, base=100)vs TOPIX ▼-17.4%pt

Oct 23, 25 – Oct 23, 26StockTOPIX

1Nov 19, 25Former Murakami Fund group (City Index Eleventh, Reno, Minami… changed stake (5.32%→4.26%)

2Jan 5, 26Former Murakami Fund group (City Index Eleventh, Reno, Minamia… changed stake (4.26%→3.2%)

3Feb 17, 26Former Murakami Fund group (City Index Eleventh, Reno, Minami… changed stake (4.63%→0.98%)

4Apr 6, 26Former Murakami Fund group (City Index Eleventh, Reno, Minamia… changed stake (6.05%→0.0%)

5Apr 30, 26FY2026 results: operating profit +1.8%, net profit +7.3%

MC → EV Bridge

AI Briefing

EXEDY: global drivetrain supplier (clutches, torque converters, AT/MT/industrial parts) across 25 countries via 44 subsidiaries. FY26/3 revenue ¥304B with OP margin recovering to 7.3%, rebounding from FY24/3's operating loss. Activist-flavored register (City Index Eleventh/First combined ~13%) alongside stable EBITDA (¥36.0B LTM, ¥38.2B fwd) keeps it a watch-list name for shareholder-driven M&A chatter.

Performance & Balance

Revenue 5Y (¥B)

EBITDA 5Y (¥B)

Net Income 5Y (¥B)

Capital Structure

78%

22%

EquityD/E 0.28xDebt

Liquidity vs Debt 5Y (¥B)▲ Net Cash

CashInv. Sec.Debt

Shareholders

Top 10 hold 47.2%

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

The Master Trust Bank of Japan, Ltd. (Trust Account)

15.60%

City Index First Co., Ltd.

8.00%

City Index Eleventh Co., Ltd.

5.10%

EXEDY Corporation Employee Stock Ownership Association

4.80%

Custody Bank of Japan, Ltd. (Trust Account)

4.60%

Bashokai

2.80%

STATE STREET BANK AND TRUST COMPANY 505001 (Standing Proxy: Mizuho Bank, Ltd.)

2.10%

STATE STREET BANK AND TRUST COMPANY 505223 (Standing Proxy: Mizuho Bank, Ltd.)

1.90%

BNYM AS AGT/CLTS NON TREATY JASDEC (Standing Proxy: MUFG Bank, Ltd.)

1.30%

JP MORGAN CHASE BANK 385781 (Standing Proxy: Mizuho Bank, Ltd.)

1.00%

Management

7 officers

Tetsuya YOSHINAGA

Director, Representative Executive Officer and President

Jul 1988: Joined the Company Mar 2009 Jun 2009: President, Exedy America Corporation; Executive Officer of the Company Apr 2016: General Manager, Exedy Dynax Shanghai Apr 2017: Senior Executive Officer of the Company Jun 2019: Director; Head of Ueno Plant and AT Manufacturing Division Apr 2020: Managing Executive Officer Apr 2021: Senior Managing Executive Officer Jun 2022: Representative Director, President Jun 2026: Director, Representative Executive Officer and President (current)

1960-01-03

Hiroshi TOYOHARA

Director, Representative Executive Officer and Executive Vice President

Jan 1995: Joined the Company Apr 2010: Executive Officer Apr 2011: General Manager, Finance and Planning Division Jun 2012: Director Apr 2013: Senior Executive Officer; General Manager, Administration Division Apr 2016: Managing Executive Officer Apr 2020: Senior Managing Executive Officer Jun 2022: Representative Director Apr 2025: General Manager, Business Strategy Promotion Division (current) Jun 2026: Director, Representative Executive Officer and Executive Vice President (current)

1962-08-19

Yuzuru HIROSE

Director and Senior Managing Executive Officer

Apr 2001: Joined the Company Mar 2011 Apr 2014: President, Exedy Global Parts Corporation; Executive Officer of the Company Apr 2018: Senior Executive Officer of the Company Apr 2019: General Manager, Sales Division Jun 2019: Director Apr 2023: Managing Executive Officer Apr 2025: General Manager, Strategic Business Division (current) Jun 2026: Director and Senior Managing Executive Officer (current)

1972-02-21

Toshiki TAKANO

Director

Jan 1984: Joined ROHM Co., Ltd. Jun 2010: Director, ROHM Co., Ltd. Jun 2015 Jun 2017: Retired as Director, ROHM Co., Ltd.; Director of the Company (current)

1954-08-31

Takashi HAYASHI

Director

Mar 1979: Joined Nippon Radiator Co., Ltd. (now Marelli Corporation) Jun 2008: Managing Executive Officer and Director, Nippon Radiator Co., Ltd. Jun 2011 Jun 2019: President and Representative Director, Executive Officer, Tokyo Radiator Mfg. Co., Ltd.; Chairman of the Board, same company Jun 2020: Director of the Company (current)

1956-04-22

Fukuko INOUE

Director

Apr 1987: Joined UCC Ueshima Coffee Co., Ltd. Sep 1996: Asian Development Bank, Budget and Human Resources Department; Human Resources Officer; Training Officer May 2004: Vodafone Japan Co., Ltd., General Affairs and Human Resources Division; General Manager, Human Resource Development Jun 2006: General Manager, Human Resources, Tiffany & Co. Sep 2011: Head of Human Resources Division and Executive Officer for Human Resources, SAP Japan Co., Ltd. Jan 2013: Section Chief, Human Resources Planning, International Atomic Energy Agency Jul 2017: Senior Human Resources Officer, Management Bureau, International Atomic Energy Agency Apr 2018 Jun 2022: Professor, Graduate School of Business, Doshisha University (current); Director of the Company (current) Jun 2023: Outside Director, ROHM Co., Ltd. (current)

1963-10-18

Kimiko ITO

Director

Jun 1995: Representative Director, President, Tajima Co., Ltd. (current) Apr 2013: Standing Director, Kobe Doyukai (current) Nov 2016: Vice Chairman, Kobe Chamber of Commerce and Industry Sep 2017: Vice Chairman, Kobe City University of Foreign Studies Jun 2023: Director of the Company (current)

1949-01-20

Large Shareholding Reports

City Index First Co., Ltd.

2026-10-01

5.06%→4.12%

Annual report (as of 2026-03-31): 8.00%

City Index First Co., Ltd.

2026-08-28

5.06%

Annual report (as of 2026-03-31): 8.00%

Aya NOMURA

2026-04-06

6.05%

City Index First Co., Ltd.

2026-02-17

3.20%→6.05%

Annual report (as of 2026-03-31): 8.00%

Reno Co., Ltd.

2026-01-05

4.63%→4.63%

Reno Co., Ltd.

2025-11-19

4.63%→4.63%

City Index First Co., Ltd.

2025-09-18

6.38%→5.32%

Annual report (as of 2026-03-31): 8.00%

City Index First Co., Ltd.

2025-09-10

7.36%→6.38%

Annual report (as of 2026-03-31): 8.00%

City Index First Co., Ltd.

2025-04-11

8.23%→7.36%

Annual report (as of 2026-03-31): 8.00%

City Index First Co., Ltd.

2025-03-27

8.23%→8.23%

Annual report (as of 2026-03-31): 8.00%

City Index First Co., Ltd.

2025-03-24

8.23%→8.23%

Annual report (as of 2026-03-31): 8.00%

―

2025-01-06

8.23%→8.23%

Annual report (as of 2026-03-31): 8.00%

―

2024-12-26

8.23%→8.23%

Annual report (as of 2026-03-31): 8.00%

―

2024-12-23

8.23%→8.23%

Annual report (as of 2026-03-31): 8.00%

―

2024-11-05

8.23%→8.23%

Annual report (as of 2026-03-31): 8.00%

―

2024-10-29

8.23%

Annual report (as of 2026-03-31): 8.00%

―

2024-10-16

8.67%→8.67%

―

2024-10-09

8.67%→8.67%

―

2024-09-19

8.67%→8.67%

―

2024-09-02

8.67%→8.67%

―

2024-08-06

7.86%→8.67%

―

2024-07-31

6.79%→7.86%

―

2024-06-24

6.79%→6.79%

―

2024-06-21

6.79%

―

2024-06-20

7.30%→8.40%

―

2024-06-19

6.26%→7.30%

―

2024-06-18

5.23%→6.26%

―

2024-06-17

5.23%

Disclosures

No disclosures

Primary Source Filings

EDINET

2026-10-01

Large Shareholding Report

EXEDY Corporation

Try the full product

EXEDY Corporation

Try the full product

More Japanese companies in Transportation Equipment