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Ikuyo Co., Ltd. (7273) AI Stock Analysis

JP:7273

Ikuyo Co., Ltd.

(TSE/TYO:7273)

Select Model
Rating:54Neutral
Price Target:JPY 532.00â–²(8.57% Upside)
Action:reiterated
Date:10/29/26

The score is primarily supported by improved FY2026 fundamentals (strong growth, margin recovery, and better leverage), but is pulled down by weak cash conversion and multi-year volatility. Technicals are unfavorable with the stock trading below major moving averages and negative MACD, and valuation is a major headwind due to the very high P/E despite a strong dividend yield.

Positive Factors
Revenue GrowthThe sharp FY2026 revenue rebound indicates stronger demand or vehicle-program volumes and gives the company a larger base from which to leverage its automotive supply relationships. If sustained across upcoming production cycles, this growth can support improved operating scale and strengthen the business’s competitive position.
Negative Factors
Weak Cash ConversionThe gap between reported earnings and free cash flow weakens earnings quality and limits the cash available for debt reduction, investment, or shareholder returns. Because operating cash flow has often lagged earnings, working-capital movements or reinvestment needs may continue to constrain financial flexibility.

Ikuyo Co., Ltd. (7273) vs. iShares MSCI Japan ETF (EWJ)

-60%-40%-20%0%20%40%JP:7273-50.54%EWJ+15.87%Dec '25Jan '26Feb '26Mar '26Apr '26May '26Jun '26Jul '26Aug '26Sep '26Oct '26
Market Cap
JPY 14.34B
Dividend Yield
6.73%
Average Volume (3M)
108.88K
Price to Earnings (P/E)
415.3
Beta (1Y)
0.14
Revenue Growth
44.14%
EPS Growth
-93.40%
Country
Japan
Employees
337
Sector
General
Sector Strength
55
Industry
Auto - Parts

Ikuyo Co., Ltd. Business Overview & Revenue Model

Company Description

ikuyo Co.,Ltd. manufactures, produces, and sells synthetic resin products in Japan. The company offers resin molded parts, and automobile interior and exterior parts. It also provides resin injection molding products, such as radiator grilles, bumper...

How the Company Makes Money

Ikuyo generates revenue primarily by selling automotive components to customers in the automotive supply chain (e.g., automakers and tier-1 suppliers). Its core revenue stream is product sales under business-to-business supply arrangements, which typ...

Ikuyo Co., Ltd. Financial Statement Overview

Summary

FY2026 shows a sharp rebound with accelerated revenue growth (+46.5%), materially improved profitability (net margin ~9.1% vs ~0.3% in FY2025), and improving leverage (debt-to-equity ~0.37). The main drag is consistency and earnings quality: results have been volatile across years, and cash conversion is weak with free cash flow only ~23% of net income in FY2026 after several years of negative free cash flow.

Income Statement

73Positive

Balance Sheet

70Positive

Cash Flow

52Neutral
Financial statement breakdown
BreakdownTTMMar 2026Mar 2025Mar 2024Mar 2023Mar 2022
Income Statement
Total Revenue29.66B30.14B17.74B17.35B14.61B13.24B
Gross Profit4.04B4.47B2.00B2.40B2.17B1.74B
EBITDA2.29B3.14B2.11B2.22B1.65B1.55B
Net Income7.37M2.76B44.55M488.54M493.74M432.22M
Balance Sheet
Total Assets36.26B32.89B16.32B15.55B14.04B11.22B
Cash, Cash Equivalents and Short-Term Investments4.47B5.38B1.50B1.67B1.35B2.28B
Total Debt4.62B4.91B3.04B3.69B2.84B1.96B
Total Liabilities20.29B16.63B9.24B9.50B8.77B6.39B
Stockholders Equity13.06B13.35B7.03B6.00B5.24B4.80B
Cash Flow
Free Cash Flow0860.42M-854.62M-471.26M-1.58B1.28B
Operating Cash Flow03.67B761.37M2.03B876.39M1.99B
Investing Cash Flow0-4.89B-1.08B-2.55B-2.58B-887.82M
Financing Cash Flow03.85B124.98M818.85M863.59M80.92M

Ikuyo Co., Ltd. Technical Analysis

Technical Analysis SentimentNegative
Last Price490.00

Price Trends

50DMA584.70Negative
100DMA602.26Negative
200DMA647.05Negative

Market Momentum

MACD-27.38Positive
RSI28.99Positive
STOCH39.41Neutral

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:7273, the sentiment is Negative. The current price of 490.00 is below the 20-day moving average (MA) of 553.50, below the 50-day MA of 584.70, and below the 200-day MA of 647.05, indicating a bearish trend. The MACD of -27.38 indicates Positive momentum. The RSI at 28.99 is Positive, neither overbought nor oversold. The STOCH value of 39.41 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for JP:7273.

Ikuyo Co., Ltd. Peers Comparison

Overall Rating

UnderperformOutperform
Sector (55)

Financial Indicators

JP:7273 against its peers
NameOverall RatingMarket CapP/E RatioROEDividend YieldRevenue GrowthEPS Growth
JP:7236JP:723682OutperformJPY 75.31B8.45―6.34%1.79%60.36%
JP:7266JP:726676OutperformJPY 19.31B6.46―3.35%-4.68%―
JP:7280JP:728075OutperformJPY 56.07B4.95―2.02%2.52%-4.94%
JP:7294JP:729468NeutralJPY 17.34B6.73―4.04%2.39%―
JP:7247JP:724759NeutralJPY 11.65B11.26―4.32%4.00%-58.51%
Sector *55Neutral$6.65B3.83-15.92%6.20%10.91%7.18%
JP:7273JP:727354NeutralJPY 14.32B415.25―6.73%44.14%-93.40%

* General Sector Average

Performance Comparison

-50%0%50%100%JP:7273JP:7236JP:7247JP:7266JP:7280JP:7294Dec '25Jan '26Feb '26Mar '26Apr '26May '26Jun '26Jul '26Aug '26Sep '26Oct '26
JP:7273 and its peers over the selected period
Show on chartTickerCompany NamePriceChange% Change
JP:7273Ikuyo Co., Ltd.490.00-478.71-49.42%
JP:7236T.RAD Co., Ltd.1278.00630.6697.42%
JP:7247Mikuni Corporation347.00-23.22-6.27%
JP:7266Imasen Electric Industrial Co., Ltd.926.00172.5522.90%
JP:7280Mitsuba Corporation1237.00315.0334.17%
JP:7294Yorozu Corporation842.00-41.59-4.71%
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.

Date of analysis: Oct 29, 2026