Company Kobe Steel, Ltd.

Company Kobe Steel, Ltd.

5406

JP3289800009

Iron & Steel

Analysts' Consensus

Equities

5406

JP3289800009

Iron & Steel

Analysts' Consensus

Business Summary

Sales per Business

Sales per region

Managers

Members of the board

Share class

Shareholders

Holdings

Company contact information

Group companies

Sector

Sales per Business

Sales per region

Ratings for Kobe Steel, Ltd.

EPS Revisions

Quarterly earnings - Rate of surprise

Sector Other Steel

Business Summary

Sales per Business

Sales per region

Managers

Members of the board

Share class

Shareholders

Holdings

Company contact information

Group companies

Sector

Sales per Business

Sales per region

Ratings for Kobe Steel, Ltd.

EPS Revisions

Quarterly earnings - Rate of surprise

Sector Other Steel

Market Closed - Japan Exchange Other stock markets 02:00:00 2024-04-23 am EDT			5-day change	1st Jan Change
1,910 ^JPY	+0.18%		-3.14%	+4.71%

Mar. 18	Kobe Steel, Ltd.(TSE:5406) added to S&P Japan Mid Cap 100	CI
Feb. 27	Japan's Nikkei ends nearly flat as Advantest falls on profit-locking	RE

Kobe Steel, Ltd. specializes in manufacturing and marketing of steel and metallurgical products. The group is also developing production of construction and industrial machines activity. Net sales break down by activity as follows:

- sale of steel and aluminum products (42.3%): special steel wires, stainless tubes, rolled steel products, steel strips, aluminum plates and sheets, aluminum alloy products, building materials, etc.;

- manufacturing of construction machines (17.8%): cranes, hydraulic excavators, mini excavators and wheeled loaders;

- sales of advanced materials (15.6%): copper foil for semiconductors, copper tubes for air conditioners, aluminum extrusions, aluminum alloy products, iron powder, etc.;

- manufacturing of industrial machines (7.8%): compressors, high pressure machines, heat pumps, nuclear plants equipments, etc.;

- engineering services (6.4%);

- electric power production (5.3%);

- sale of welding materials and equipments (3.6%);

- other (1.2%): primarily sale of electronic equipments and real estate development.

Number of employees: 38,488

JPY in Million	2022	Weight	2023	Weight	Delta
Steel Aluminum 43.1 %	881,052	42.3 %	1,065,757	43.1 %	+20.96%
Construction Machinery 15.4 %	371,548	17.8 %	381,720	15.4 %	+2.74%
Electric Power 13.1 %	109,866	5.3 %	324,369	13.1 %	+195.24%
Raw Materials 10.8 %	324,349	15.6 %	266,179	10.8 %	-17.93%
Machine 7.3 %	161,828	7.8 %	181,592	7.3 %	+12.21%
Engineering 5.8 %	134,319	6.4 %	143,739	5.8 %	+7.01%
Welding 3.5 %	76,222	3.7 %	87,318	3.5 %	+14.56%
Others 0.8 %	21,933	1.1 %	20,184	0.8 %	-7.97%
Reconciling Items 0.1 %	1,460	0.1 %	1,646	0.1 %	+12.74%

JPY in Million	2022	Weight	2023	Weight	Delta
Japan 68.3 %	1,360,023	65.3 %	1,689,028	68.3 %	+24.19%
Other 23.7 %	520,653	25.0 %	586,691	23.7 %	+12.68%
China 8.0 %	201,905	9.7 %	196,789	8.0 %	-2.53%

Managers	Title	Age	Since
Yoshihiko Katsukawa PSD	President	62	85-03-31
Yuichiro Goto CTO	Chief Tech/Sci/R&D Officer	-	-
Keitaro Nakamori CMP	Compliance Officer	-	-
Shinji Miyaoka BRD	Director/Board Member	-	-
Koichi Sakamoto BRD	Director/Board Member	-	-
Hiroshi Ishikawa BRD	Director/Board Member	66	82-03-31
Hajime Nagara BRD	Director/Board Member	62	85-03-31
Mitsugu Yamaguchi BRD	Director/Board Member	66	81-03-31
Yoshihisa Furukawa IRC	Investor Relations Contact	-	-
Yasushi Okano HRO	Human Resources Officer	-	-

Members of the board	Title	Age	Since
Hidero Chimori BRD	Director/Board Member	69	16-05-31
Hiroyuki Bamba BRD	Director/Board Member	70	17-05-31
Mitsugu Yamaguchi BRD	Director/Board Member	66	81-03-31
Nobuko Sekiguchi BRD	Director/Board Member	55	-
Yumiko Ito BRD	Director/Board Member	65	19-05-31
Hajime Nagara BRD	Director/Board Member	62	85-03-31
Jiro Kitagawa PRN	Corporate Officer/Principal	64	82-03-31
Yoshihiko Katsukawa PSD	President	62	85-03-31
Hiroshi Ishikawa BRD	Director/Board Member	66	82-03-31
Shinji Miyaoka BRD	Director/Board Member	-	-

	Vote	Quantity	Free-Float	Company-owned shares	Total Float
Stock A	0	396,345,963	363,423,699 ( 91.69 %)	1,387,340 ( 0.3500 %)	91.69 %

Name	Equities	%	Valuation
Nomura Asset Management Co., Ltd. 4.365 %	17,301,100	4.365 %	235 M ¥
NIPPON STEEL CORPORATION 2.708 %	10,735,000	2.708 %	146 M ¥
Nikko Asset Management Co., Ltd. 1.671 %	6,622,200	1.671 %	90 M ¥
Nippon Life Insurance Co. 1.276 %	5,059,000	1.276 %	69 M ¥
MITSUBISHI UFJ FINANCIAL GROUP, INC 1.272 %	5,040,575	1.272 %	68 M ¥
Kobe Steel Employee Stock Ownership Plan 1.143 %	4,530,000	1.143 %	62 M ¥
SHIMABUN Corp. 1.115 %	4,420,000	1.115 %	60 M ¥
MS&AD INSURANCE GROUP HOLDINGS, INC. 0.8635 %	3,422,309	0.8635 %	46 M ¥
Mitsubishi UFJ Asset Management Co., Ltd. 0.8301 %	3,290,100	0.8301 %	45 M ¥
SHINSHO CORPORATION 0.5973 %	2,367,200	0.5973 %	32 M ¥

Name	Equities	%	Valuation
TOYOTA MOTOR CORPORATION 0.12%	20,160,000	0.12%	505,115,654 $
NIPPON STEEL CORPORATION 0.71%	6,744,000	0.71%	163,447,719 $
OSAKA TITANIUM TECHNOLOGIES CO.,LTD. 12.85%	4,728,100	12.85%	82,162,605 $
SHINSHO CORPORATION 13.31%	1,179,000	13.31%	56,244,867 $
MITSUBISHI UFJ FINANCIAL GROUP, INC 0.03%	4,266,000	0.03%	43,887,542 $
NIPPON KOSHUHA STEEL CO.,LTD. 51.57%	7,575,000	51.57%	26,927,534 $
SHINAGAWA REFRACTORIES CO., LTD. 3.73%	1,760,000	3.73%	22,409,200 $
KOBELCO WIRE COMPANY, LTD. 42.50%	2,513,000	42.50%	21,552,569 $
THE KANSAI ELECTRIC POWER CO., INC. 0.13%	1,176,000	0.13%	17,051,976 $
MIZUHO FINANCIAL GROUP, INC. 0.03%	808,000	0.03%	16,261,970 $

Kobe Steel, Ltd.

Shinko Building 2-2-4 Wakinohama Kaigandori

651-8585, Kobe

+81 78 261 5111

http://www.kobelco.co.jp

Name	Category and Sector
Kobelco Construction Equipment India Pvt Ltd. Kobelco Construction Equipment India Pvt Ltd. Wholesale DistributorsDistribution Services Kobelco Construction Equipment India Pvt Ltd. engages in the dealership of construction products. It offers excavators, cranes, and special attachments. The company was founded in 2007 and is headquartered in Noida, India.	Wholesale Distributors
Quintus Technologies AB Quintus Technologies AB Industrial MachineryProducer Manufacturing Quintus Technologies AB designs, manufactures, installs, and supports high pressure systems. It offers products and solutions for sheet metal forming and densification of advanced materials and critical industrial components. The company is headquarters in V?ster?s, Sweden.	Industrial Machinery
Kobelco Construction Machinery Europe BV Kobelco Construction Machinery Europe BV Trucks/Construction/Farm MachineryProducer Manufacturing Part of Kobe Steel, Ltd., Kobelco Construction Machinery Europe BV is a leading excavator manufacturer that offers sales and services of crawler excavators and spare parts in various regions. The private company is based in Almere, Netherlands. By choosing Kobelco Genuine Parts, customers can ensure their construction machinery stays well-maintained and performs to its original specifications. The Dutch company's machines are well-regarded for their advanced technologies. The company has developed an Extended Warranty Program that responds when machines encounter problems outside of the standard factory warranty period. The company was founded in 1930. The CEO is Makoto Kato.	Trucks/Construction/Farm Machinery
Kobelco Power Moka Co., Ltd.
Kobelco Power Kobe Daini Co., Ltd.
Midrex UK Ltd. Midrex UK Ltd. Miscellaneous Commercial ServicesCommercial Services Midrex UK Ltd. provides investment services. The company was founded on May 11, 2009 and is headquartered in London, the United Kingdom.	Miscellaneous Commercial Services

Trading Rating

Investor Rating

ESG Refinitiv

A-

More Ratings

Sell

Buy

Mean consensus

OUTPERFORM

Number of Analysts

Last Close Price

1,907 JPY

Average target price

2,067 JPY

Spread / Average Target

+8.37%

Consensus

Estimates Revisions

Company calendar

	1st Jan change	Capi.
KOBE STEEL, LTD.	+4.71%	4.87B
TATA STEEL LIMITED	+16.31%	24.23B
STEEL DYNAMICS, INC.	+16.26%	21.69B
POSCO HOLDINGS INC.	-20.92%	21.74B
ARCELORMITTAL	-6.91%	21.02B
NIPPON STEEL CORPORATION	+8.11%	20.71B
CLEVELAND-CLIFFS INC.	+2.11%	9.91B
JFE HOLDINGS, INC.	+8.80%	9.78B
UNITED STATES STEEL CORPORATION	-20.16%	8.73B
GERDAU S.A.	-0.91%	7.6B

Other Steel

Basic Materials

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Metals & Mining

Iron & Steel

Other Steel