Overview
Other Products

TRANSACTION CO.,Ltd.

Transaction Group is a pure holding company specializing in the planning, design, production (outsourced/fabless), and sales of consumer products—specifically eco products, lifestyle products, and wellness products—tailored as custom order-made items for corporate end-users and original easy-order brand products for wholesalers, also sold via EC channels. The Group provides end-to-end services covering product planning and development, graphic and product design, quality control, printing, processing, assembly, and logistics through six functionally specialized subsidiaries. Operating on a fabless manufacturing model, the Group concentrates management resources on product development while flexibly utilizing optimal overseas factories, enabling rapid multi-category product launches and mitigation of country risk.

Market Cap
¥71.6B
US$456M
EV
¥60.2B
US$384M
Stock¥1,261▼-1.64%
US$1 = ¥156.80 (2026-10-23)
LTM EV/EBITDA
9.0
x
LTM EV/EBIT
9.4
x
LTM PER
15.8
x
LTM PBR
3.1
x
Stock vs TOPIX (1Y, base=100)vs TOPIX ▼-0.4%pt
100123
Oct 24, 25 – Oct 23, 26StockTOPIX
1Mar 23, 26Market-wide: TOPIX shock (-3.4%)
2Jul 16, 26Q3 FY2026/08 earnings announced
3Oct 16, 26Full-year FY2026/08 earnings announced
MC → EV Bridge
71.6BUS$456MMarket Cap0.64BUS$4.10M+ Debt6.85BUS$43.7M− Cash5.12BUS$32.7M− Inv. Sec.60.2BUS$384MEV
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Generating insights…
Performance & Balance
Revenue 5Y (¥B)
18.3US$117M'22/823.0US$146M'23/825.0US$160M'24/827.5US$175M'25/831.5US$201M'26/8
EBITDA 5Y (¥B)
3.35US$21.4M'22/84.79US$30.6M'23/85.41US$34.5M'24/85.94US$37.9M'25/86.67US$42.6M'26/8
Net Income 5Y (¥B)
2.20US$14.0M'22/83.31US$21.1M'23/83.76US$24.0M'24/84.08US$26.0M'25/84.53US$28.9M'26/8
Capital Structure
97%
EquityD/E 0.03xDebt
Liquidity vs Debt 5Y (¥B)▲ Net Cash
CashInv. Sec.Debt
5.91US$37.7M0.62US$3.97M'22/88.89US$56.7M0.76US$4.87M'23/89.97US$63.6M0.77US$4.90M'24/811.2US$71.5M0.43US$2.77M'25/811.5US$73.1M0.64US$4.10M'26/8
Shareholders
Top 10 hold 63.7%
1
Satoshi ISHIKAWA
21.59%
2
The Master Trust Bank of Japan, Ltd. (Trust Account)
8.92%
3
Aoi ISHIKAWA
7.74%
4
Arata ISHIKAWA
7.73%
5
Custody Bank of Japan, Ltd. (Trust Account)
5.74%
6
Chikako ISHIKAWA
2.88%
7
Nippon Life Insurance Company
2.70%
8
BBH FOR BBHTSIL NEUBERGER BERMANINVESTMENT FUNDS PLC-NEUBERGER BERMANJAPAN EQUITY ENGAGEMENT FUND (Standing Proxy: MUFG Bank, Ltd.)
2.48%
9
GOVERNMENT OF NORWAY (Standing Proxy: Citibank, N.A., Tokyo Branch)
2.02%
10
BNP PARIBAS LUXEMBOURG/2S/JASDEC/FIM/LUXEMBOURG FUNDS/UCITS ASSETS (Standing Proxy: The Hongkong and Shanghai Banking Corporation Limited, Tokyo Branch)
1.90%
Management
8 officers
Satoshi ISHIKAWA
Representative Director, Chairman
Apr 1984 Joined Jun Co., Ltd. Dec 1986 Left Jun Co., Ltd. Jan 1987 Founded the Company; Representative Director, President May 2008 Chairman of the Board, T3 Design Co., Ltd. (current) Nov 2008 Chairman of the Board, Trans Co., Ltd. (current); Chairman of the Board, Trade Works Co., Ltd. (current) Apr 2010 Chairman of the Board, Craftwork Co., Ltd. (current) Oct 2019 Chairman, Remuneration Committee of the Company (current) Nov 2022 to May 2023: Representative Director (details of the change not stated) May 2023 Representative Director, Chairman of the Company (current) Member, Sustainability Committee of the Company (current)
1961-10-13
Keiichi CHIBA
Representative Director, President
Oct 1989 Joined Namco Ltd. (currently Bandai Namco Entertainment Inc.) Apr 2001 Left Namco Ltd. Oct 2001 Joined the Company; Manager, Planning Section Jun 2002 Transferred to Trade Works Co., Ltd. Sep 2005 Executive Officer, General Manager of Sales Division, Trade Works Co., Ltd. Jul 2007 Director, General Manager of Business Division, Trade Works Co., Ltd. Aug 2007 Director of the Company; Director, Trans Co., Ltd. (current) Jan 2008 Representative Director, President, Trade Works Co., Ltd. (current) Sep 2019 Director, Craftwork Co., Ltd. (current) Nov 2019 Managing Director of the Company Nov 2020 Senior Managing Director of the Company Nov 2022 to May 2023: Senior Managing Director (details of the change not stated) May 2023 Representative Director, President of the Company (current) Director, T3 Design Co., Ltd. (current) Chairman, Sustainability Committee of the Company (current)
1965-10-24
Yoshiya KITAYAMA
Director
Apr 1988 Joined Nomura Securities Co., Ltd. (currently Nomura Holdings, Inc.) Apr 2012 Deputy General Manager and Section Manager, Corporate Finance Department 5, Nomura Securities Co., Ltd. Apr 2013 Deputy General Manager and Section Manager, Corporate Finance Department 9, Nomura Securities Co., Ltd. Jun 2015 Joined the Company; Executive Officer, General Manager of Management Office Nov 2015 Director of the Company; in charge of Accounting, Corporate Planning, Finance, General Affairs and Systems Departments Sep 2016 Director of the Company; in charge of Accounting, Corporate Planning, General Affairs and Systems Departments Nov 2016 Director, Craftwork Co., Ltd. (current); Director, T3 Design Co., Ltd. (current) Sep 2018 to May 2023: Director (details of the change not stated) May 2023 Director of the Company; in charge of Accounting, Corporate Planning, Finance, General Affairs and Systems Departments (current) Member, Sustainability Committee of the Company (current)
1965-04-09
Yukiko INOGUCHI
Director
Apr 1988 Joined Marui Co., Ltd. (currently Marui Group Co., Ltd.) May 2008 Representative Director, President, T3 Design Co., Ltd. Nov 2016 Director, Trans Co., Ltd. Nov 2018 Director of the Company (current) Mar 2019 Representative Director, President, Trans Co., Ltd. (current); Director, Trade Works Co., Ltd. (current) May 2023 to Sep 2023: Director (details of the change not stated) Sep 2023 Director, T3 Design Co., Ltd.; Member, Sustainability Committee of the Company (current) Representative Director, President, T3 Design Co., Ltd. (current)
1965-10-09
Takeo ICHIMOTO
Director (Audit and Supervisory Committee Member)
Apr 1988 Joined Bank of Japan Oct 2003 Joined Azusa Audit LLC May 2007 Registered as Certified Public Accountant Jan 2009 Founded Tochimoto CPA Office; Director and Representative Certified Public Accountant (current) Jul 2011 Founded CREDO Inc.; Representative Director (current) May 2015 Outside Audit & Supervisory Board Member, Star Mica Co., Ltd. Feb 2016 Outside Director (Audit and Supervisory Committee Member), Star Mica Co., Ltd. Nov 2016 Director, Takataki Links Club Co., Ltd. Nov 2018 Outside Director (Audit and Supervisory Committee Member) of the Company (current) Mar 2019 Outside Audit & Supervisory Board Member, Ridge-i Inc. Oct 2019 Member, Remuneration Committee of the Company (current) May 2022 Outside Director (Audit and Supervisory Committee Member), Ridge-i Inc. (current)
1965-01-01
Yumiko MATSUO
Director (Audit and Supervisory Committee Member)
Apr 1990 Registered with Daini Tokyo Bar Association; joined Anderson Mori & Tomotsune (formerly Anderson Mori & Rabinowitz) Sep 1995 Admitted to the New York State Bar Jun 1997 Joined City-Yuwa Partners (formerly Hirakawa, Sato & Kobayashi) Jan 2010 Registered with Kanagawa Bar Association; joined Minato International Law Office Jun 2016 Outside Director (Audit and Supervisory Committee Member), SDS Biotech K.K. Dec 2018 Outside Director, Triumfield Holdings Co., Ltd. (current) Jun 2020 Outside Director (Audit and Supervisory Committee Member), Kawasumi Laboratories, Inc. (currently SB Kawasumi Co., Ltd.) Nov 2020 Outside Director (Audit and Supervisory Committee Member) of the Company (current) Aug 2022, Jun 2023: Positions not stated Jul 2024 Outside Director, Sigma Koki Co., Ltd. (current) Auditor, Japan Association of Athletics Federations (current) Outside Director (Audit and Supervisory Committee Member), Chiyoda Corporation (current) Jan 2025 Co-Managing Partner, Minatomirai Law Office (current) Sep 2025 Director, Tokyo Marathon Foundation (current)
1965-01-13
Kazuyuki OMORI
Director (Full-time Audit and Supervisory Committee Member)
Apr 1983 Joined Marui Co., Ltd. (currently Marui Group Co., Ltd.) Apr 2004 Section Manager, Public Relations Department, Marui Co., Ltd. Apr 2005 Section Manager, Finance Section, Finance Department, Marui Co., Ltd. Apr 2007 Section Manager, Environment and CSR, CSR Promotion Department, Marui Co., Ltd. Apr 2013 General Manager, Outsourcing Business Division, M&C System Co., Ltd. (consolidated subsidiary of Marui Group Co., Ltd.) Apr 2020 Seconded to Aoi Scholarship Foundation, Secretariat Oct 2022 to Nov 2024: Secretariat General Manager, Aoi Scholarship Foundation (seconded) Full-time Outside Director (Audit and Supervisory Committee Member) of the Company (current) Audit & Supervisory Board Member, Trans Co., Ltd. (current); Trade Works Co., Ltd. (current); Craftwork Co., Ltd. (current); T3 Design Co., Ltd. (current) Supervisor, Shanghai Duolaiduo Trading Co., Ltd. (current) Member, Remuneration Committee of the Company (current) Member, Sustainability Committee of the Company (current)
1959-11-18
Yuko ITO
Director (Audit and Supervisory Committee Member)
Mar 1986 Joined Marui Co., Ltd. (currently Marui Group Co., Ltd.) Oct 2007 General Manager, Construction Department, Marui Co., Ltd. Apr 2012 Director, Eimcreates Co., Ltd. Apr 2014 Executive Officer, General Manager, Construction Department, Marui Group Co., Ltd. Apr 2018 Executive Officer, Group Design Center General Manager and General Manager, Construction Department, Marui Group Co., Ltd. Apr 2019 Managing Director, Eimcreates Co., Ltd. Jun 2019 Director, Marui Group Co., Ltd. Apr 2022 President and Director, Eimcreates Co., Ltd. Apr 2025 Director and Senior Advisor, Eimcreates Co., Ltd. (current) Nov 2025 Outside Director (Audit and Supervisory Committee Member) of the Company
1962-06-02
Large Shareholding Reports
Neuberger Berman Japan Ltd.
2026-09-15
8.53%→8.56%
Neuberger Berman Co., Ltd.
2026-09-01
8.64%→8.53%
Fidelity Management & Research Company LLC
2026-06-23
2.70%→2.75%
Fidelity Management & Research Company LLC
2026-06-23
2.75%→2.75%
FMR LLC
2026-06-23
—
FMR LLC
2026-06-23
5.10%→5.21%
Correction filing (name/detail fix only) — ratio carried over from the original filing
Fidelity Management & Research Company LLC
2026-06-09
2.70%
FMR LLC
2026-06-09
5.10%
Correction filing (name/detail fix only) — ratio carried over from the original filing
Aoi ISHIKAWA
2026-05-13
7.45%→7.61%
Annual report (as of 2026-02-28): 7.74%
Arata ISHIKAWA
2026-05-13
7.43%→7.59%
Annual report (as of 2026-02-28): 7.73%
Satoshi ISHIKAWA
2026-05-11
27.09%→21.81%
Correction filing (name/detail fix only) — ratio carried over from the original filing
Annual report (as of 2026-02-28): 21.59%
Arata ISHIKAWA
2026-05-11
7.59%
Annual report (as of 2026-02-28): 7.73%
Aoi ISHIKAWA
2026-05-11
7.61%
Annual report (as of 2026-02-28): 7.74%
Satoshi ISHIKAWA
2026-05-11
21.81%→21.21%
Annual report (as of 2026-02-28): 21.59%
Neuberger Berman Japan Ltd.
2026-01-05
7.64%→8.64%
Neuberger Berman Japan Ltd.
2025-11-17
6.39%→7.64%
FMR LLC
2025-09-22
5.21%→5.21%
FMR LLC
2025-09-05
5.10%→5.21%
FMR LLC
2025-08-07
5.10%
Satoshi ISHIKAWA
2025-08-05
27.09%→21.81%
Annual report (as of 2026-02-28): 21.59%
Satoshi ISHIKAWA
2025-07-31
29.69%→27.09%
Annual report (as of 2026-02-28): 21.59%
Disclosures
No disclosures
Primary Source Filings
TDnet
2026-10-15
Full-Year Earnings Flash
FY ending Aug 2026
EDINET
2026-09-15
Large Shareholding Report
EDINET
2026-09-01
Large Shareholding Report
TDnet
2026-07-15
Q3 Earnings Flash
FY ending Aug 2026
EDINETAmended
2026-06-23
Change Report
EDINET
2026-06-23
Large Shareholding Report
EDINET
2026-06-23
Large Shareholding Report
EDINETAmended
2026-06-23
Change Report
EDINETAmended
2026-06-09
Change Report
EDINET
2026-06-09
Large Shareholding Report
EDINETAmended
2026-05-13
Change Report
EDINETAmended
2026-05-13
Change Report
EDINET
2026-05-11
Large Shareholding Report
EDINET
2026-05-11
Large Shareholding Report
EDINETAmended
2026-05-11
Change Report
EDINET
2026-05-11
Large Shareholding Report
EDINET
2026-04-14
Semi-Annual Securities Report
Period: Sep 2025 – Aug 2026
TDnet
2026-01-14
Q1 Earnings Flash
FY ending Aug 2026
EDINET
2026-01-05
Large Shareholding Report
EDINET
2025-11-26
Annual Securities Report
Period: Sep 2024 – Aug 2025
EDINET
2025-11-17
Large Shareholding Report
EDINET
2025-09-22
Large Shareholding Report
EDINET
2025-09-05
Large Shareholding Report
EDINET
2025-08-07
Large Shareholding Report
EDINET
2025-08-05
Large Shareholding Report
EDINET
2025-07-31
Large Shareholding Report
TDnet
2025-07-14
Q3 Earnings Flash
FY ending Aug 2025
EDINET
2025-04-14
Semi-Annual Securities Report
Period: Sep 2024 – Aug 2025
TDnet
2025-01-14
Q1 Earnings Flash
FY ending Aug 2025
EDINET
2024-11-28
Annual Securities Report
Period: Sep 2023 – Aug 2024
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