Company Profile

Komatsu Ltd.

6301 · TSE
Industry
Construction Machinery
Exchange
TSE
Price at Publication
¥7,114
Sep 13, 2026 close
Fair Buy
≤ ¥4,450
Margin-of-safety entry
Baillie Growth Score
42/100
Weak
Intrinsic Value · Three-Tier Range Price at publication ¥7,114 · Within the fair intrinsic-value range

Composite valuation range · conservative ¥4,000–¥4,450 / fair ¥5,950–¥8,050 / optimistic ¥9,350–¥10,500. At the publication price of ¥7,114 (Sep 13, 2026), Within the fair intrinsic-value range.

About the company

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Background

History

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Industry position

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Research on this stock
42/100 Hold Komatsu Ltd.: A 51.8% Aftermarket Mix Meets ¥88.3bn of Tariffs, and ¥7,114 Already Prices the Mining Upcycle Komatsu is a century-old construction and mining equipment maker whose earnings are anchored by an installed base: parts and service reached ¥1.965 trillion in the year ended March 2026, or 51.8% of construction, mining and utility external sales, and the 1,000th FrontRunner autonomous haul truck was commissioned in April 2026. That annuity did not stop the operating margin falling from 16.0% to 13.7% or net income dropping 14.4% to ¥376.4 billion, and management still guides the year ending March 2027 to operating income of ¥555 billion, down 2.2%, while tariff expense rises to roughly ¥88.3 billion. Rating Hold: at ¥7,114 the shares sit 36.1% above a year ago and inside the ¥5,950–¥8,050 acceptable-hold band, so the aftermarket quality is already paid for and a new purchase only becomes compelling around ¥4,000–¥4,450. Komatsu Ltd.6301 · TSEConstruction MachinerySep 13, 2026