J|I Japan Investor Interface · Company Overview
TSE PRIME · 6947 · FY end MAR · JP GAAP 株式会社図研
Zuken Inc.
Sells the electronic-design-automation software engineers use to design printed circuit boards (the CR-8000 platform) and vehicle wire harnesses (E3.series), plus the engineering-data-management and model-based systems engineering layers around them — about 43% of revenue is recurring maintenance and support.
JII screen: Near-miss · screened 2026-06-09 · Universe → Company IR: English site · 日本語
Last Close
¥4,595Jun 10, 2026
+20 (+0.4%) vs prior close
Market Cap / EV
¥96.8bn/ ¥60.8bn EV
21,075,766 shares ex-treasury · net cash ¥36.1bn
EV / EBIT · forward
9.1x
on FY guidance OP ¥6.7bn · 10.4x on FY3/26 actual
ROCE · trailing
13.1%
FY3/26 operating profit ¥5,865M over capital employed (total assets ¥67,625M minus current liabilities ¥22,830M); the denominator includes roughly ¥36bn of cash and securities that sit outside the operating business
FCF Yield
5.5%
FY3/26 operating cash flow ¥6,131M minus investing outflow ¥757M, over market cap
Op Margin · FY guidance
14.6%
company OP guidance over revenue guidance
Dividend Yield · forecast
3.3%
company DPS forecast ¥150 over last close
Equity Ratio / P-B
61.0% / 2.3x
FY3/26 (2026-03-31) · P/B on book value per ex-treasury share

Net cash basis: Cash and deposits ¥29,382M plus short-term securities ¥6,700M, zero interest-bearing debt, FY3/26 balance sheet (2026-03-31). Excludes ¥3,326M of investment securities and the ¥3,542M equity-method stake in Business Engineering (4828) held under fixed assets.

Next Results Q1 FY3/27 results — To be announced Zuken typically releases quarterly results before midday JST (the FY3/26 tanshin went out at 11:30) · company IR calendar [JA]
Prices as of the Jun 10, 2026 close (J-Quants daily close). Valuation recomputed on each refresh; fundamentals update with each disclosure. Shares and treasury count from the FY3/26 tanshin (period end 2026-03-31, disclosed 2026-05-14). The FY3/26 ¥3.0bn buyback completed on 2026-01-29; no buyback has been running since.
Section 01 · Earnings Trend · Annual

Revenue, operating profit, and operating margin by fiscal year

Annual figures as filed in each year's annual securities report (JP GAAP, consolidated, ¥M); FY3/26 figures are from the 2026-05-14 tanshin, ahead of the annual report scheduled for 2026-06-19. FY3/26 dividend of ¥200 includes a ¥100 50th-anniversary commemorative dividend on a ¥100 ordinary base. FY3/27E is the company's own guidance. Links open the English disclosure when the company provides one; [JA] marks Japanese-only documents.

REVENUE (¥M, left) OPERATING PROFIT (¥M, left) OP MARGIN (%, right)
FYRevenueYoYOp ProfitYoYOPMNet IncomeEPS ¥DPS ¥Disclosure
FY3/22 31,502 3,904 12.4% 3,003 129.12 37.00
FY3/23 35,073 +11.3% 4,428 +13.4% 12.6% 3,196 137.47 45.00
FY3/24 38,466 +9.7% 4,797 +8.3% 12.5% 3,868 171.37 55.00
FY3/25 40,736 +5.9% 5,392 +12.4% 13.2% 5,226 236.98 100.00
FY3/26 43,101 +5.8% 5,865 +8.8% 13.6% 5,400 253.15 200.00
FY3/27E 46,000 +6.7% 6,700 +14.2% 14.6% 5,700 270.45 150.00

Net income is profit attributable to owners of the parent. The shaded row is the company's own forecast, not a JII estimate.

Section 02 · Earnings Trend · Quarterly

Standalone quarters — the last 12

Standalone quarters derived from each period's own year-to-date disclosure (JP GAAP, consolidated, ¥M; net profit is profit attributable to owners of parent). The four quarters reconcile to each fiscal year within ¥1M of rounding. FY3/25 Q4 net profit of ¥2,601M includes non-operating and extraordinary items (equity-method income and securities gains) that lifted full-year net profit 35% on 12% operating-profit growth.

REVENUE (¥M, left) OPERATING PROFIT (¥M, left) OP MARGIN (%, right)
QuarterRevenueYoYOp ProfitYoYOPMNet IncomeDisclosure
FY24 Q1 8,442 775 9.2% 687
FY24 Q2 9,438 1,221 12.9% 952
FY24 Q3 9,301 1,154 12.4% 721
FY24 Q4 11,285 1,647 14.6% 1,508
FY25 Q1 9,017 +6.8% 856 +10.5% 9.5% 703
FY25 Q2 10,063 +6.6% 1,467 +20.1% 14.6% 925
FY25 Q3 9,598 +3.2% 1,176 +1.9% 12.3% 997
FY25 Q4 12,058 +6.8% 1,893 +14.9% 15.7% 2,601
FY26 Q1 9,119 +1.1% 827 -3.4% 9.1% 701
FY26 Q2 10,335 +2.7% 1,544 +5.2% 14.9% 1,394
FY26 Q3 10,752 +12.0% 1,461 +24.2% 13.6% 1,388
FY26 Q4 12,895 +6.9% 2,033 +7.4% 15.8% 1,917

† Fourth quarters are derived as the full year minus the nine-month cumulative. YoY compares the same quarter a year earlier.

Section 03 · Earnings Trend · By Segment

Where the profit comes from

Segment figures from the segment notes of the annual securities reports and the FY3/26 tanshin (JP GAAP, ¥M; revenue is external-customer sales). Segments are sales regions, not product lines. Segment profits do not sum exactly to group operating profit because inter-segment eliminations sit in an adjustment line (FY3/26: +¥61M). Per-quarter segment series are sparse after Japan's 2024 disclosure reform; the FY3/26 tanshin discloses segments on a full-year basis only.

SEGMENT REVENUE (¥M) SEGMENT OP (¥M)
Japan
Europe
Americas
Asia
JapanEuropeAmericasAsia
FYRevOPOPMRevOPOPMRevOPOPMRevOPOPM
FY3/2324,3653,65915.0%6,3314336.8%2,807-113-4.0%1,57041226.2%
FY3/2426,4994,00715.1%7,09575310.6%3,025-354-11.7%1,84848726.4%
FY3/2528,2994,70816.6%7,53183311.1%2,951-785-26.6%1,95553427.3%
FY3/2629,6554,81116.2%8,1557619.3%3,153-392-12.4%2,13962429.2%

n.m. = not meaningful (operating loss several times segment revenue).

Section 04 · Ownership & Capital Allocation

Cap table and the latest capital-allocation signals

Major shareholders · as of 2025-03-31

HolderSharesRatio
1 Kaneko Makoto Holdings (founder's asset-management company) 2,840,000 13.10%
2 The Master Trust Bank of Japan (trust account) 2,277,000 10.51%
3 Makoto Kaneko (founder) 2,226,000 10.27%
4 Custody Bank of Japan 1,375,000 6.34%
5 Nippon Life Insurance 723,000 3.33%
6 Fusao Wada 660,000 3.04%
7 State Street Bank and Trust Company 505103 (custodian) 646,000 2.98%
8 State Street Bank and Trust Company 505001 (custodian) 636,000 2.93%
9 BNY GCM Client Account JPRD AC ISG (custodian) 613,000 2.82%
10 Mineko Kaneko 580,000 2.67%

Ratios as filed: percent of shares outstanding excluding treasury shares at fiscal year-end (treasury 583,295 shares at 2025-03-31; 1,174,038 at 2026-03-31 after the FY3/26 buyback). The register reports share counts in thousands. Source: FY3/25 annual securities report (filed 2025-06-20) [JA]

Three filers stand above the 5% line on their latest large-shareholding reports: the founder's asset-management company Kaneko Makoto Holdings, founder Makoto Kaneko, and Artisan Partners (filing as Artisan Investments GP LLC). Mineko Kaneko (2.49%) files jointly with the Kaneko group, lifting the family bloc to roughly 24.3%. Dates shown are report-trigger dates per IRBANK's filing index; EDINET filing links omitted where the document ID was not retrievable.

5%-Rule Filings · current positions

12.21% Kaneko Makoto Holdings filed 2023-12-12

Long-term stable holding through the founder's asset-management company. Filing [JA]

9.57% Makoto Kaneko (founder) filed 2023-12-12

Founder holding; joint filing with Kaneko Makoto Holdings and Mineko Kaneko. Filing [JA]

8.11% Artisan Investments GP LLC (Artisan Partners, US) filed 2025-09-30

Pure investment for client funds; built from a first filing at 5.68% in February 2025. Filing [JA]

Stake moves over 1% · filing timeline

2025-09-30

Artisan Investments GP LLC (Artisan Partners) — Raised to 8.11% (1,803,431 shares; reported 2025-10-07) — the third increase of 2025 and the largest outside position on record.

2025-05-15

Artisan Investments GP LLC (Artisan Partners) — Added to 6.73% from 5.68%, continuing the build through the spring.

2025-02-28

Artisan Investments GP LLC (Artisan Partners) — First 5%-rule filing at 5.68% (about 1.26M shares).

2023-12-12

Kaneko family group — Change reports trimmed the bloc: Kaneko Makoto Holdings 13.93% to 12.21%, founder Makoto Kaneko 10.02% to 9.57% — the family group settled around 24.3% including Mineko Kaneko's 2.49%.

2022-11-15

Capital Research and Management Company — Sold below the 5% line to 3.84% after peaking at 8% in December 2021 — in and out within roughly eighteen months.

2020-12-08

Kaneko family group — Kaneko Makoto Holdings raised to 13.93% as the founder shifted shares into the family holding company (his personal stake then stood at 18.57%).

Section 05 · IR Library · Curated

The disclosures worth your time

The documents a first-time reader of this company actually needs, in reading order. Direct PDFs where the link is durable; everything else lives on the company's own library pages below. English documents are linked whenever the company provides them; [JA] marks items where no English version exists.

Zuken Inc. — official English IR site · translated financial results and briefing materials ↗

Key documents

2025-12-12 Start here Medium-term plan progress briefing deck (December 12, 2025) — the closest thing to a results briefing; Zuken pairs MTP-progress decks with H1 and annual results instead of quarterly briefings [JA] 2025-12-12 In English Progress and Outlook of Medium-term Business Plan (April 2025 - March 2028) — English version of the same deck, published the same day [EN] 2025-07-25 In English Medium-term Business Plan (April 2025 - March 2028) launch deck — the FY3/28 targets of ¥49bn revenue and ¥7.4bn operating profit [EN] 2026-05-14 Results FY3/26 tanshin (consolidated financial results, JP GAAP) — fifth consecutive year of record revenue and operating profit, with FY3/27 guidance [JA] 2026-05-14 In English FY3/26 results summary (English tanshin), published the same day [EN] 2026-01-29 Capital policy Buyback completion notice — 590,500 shares for ¥2,999.7M, the second consecutive year a buyback ran to nearly 100% of its yen cap [EN] 2025-11-10 Capital policy Year-end dividend revision — ¥100 50th-anniversary commemorative dividend added, lifting FY3/26 total DPS to ¥200 [EN] 2025-06-20 Annual report FY3/25 annual securities report (YUHO) — full financials, segment notes, cap table; the FY3/26 report is scheduled for filing on 2026-06-19 [JA]
Section 06 · JII Research

Published Compounder Profiles on Zuken Inc.

Long-form JII analysis. New write-ups are added here as results come in; the overview above always carries the latest numbers.

2026-05-21 JII Compounder Profile — Initiation ↗

A fifty-year electronic-design-automation franchise on TSE Prime, built on the CR-8000 printed-circuit-board CAD and E3.series wire-harness installed base, trading at roughly 9x forward EV/EBIT with ¥36bn of net cash. Examines the eight-year Americas-segment operating loss as the GENESYS model-based systems engineering leg scales toward FY3/28, and the capital-return debate against the cash pile.

Important Disclaimer · 重要なご注意

This is not investment advice. Japan Investor Interface Co., Ltd. ("JII") is an investor-relations consultancy, not a registered investment advisor, broker-dealer, or securities firm in any jurisdiction, and is not registered as a Financial Instruments Business Operator under Japan's Financial Instruments and Exchange Act. This page is an editorial compilation of publicly disclosed information for educational and research purposes. Nothing here constitutes a recommendation or solicitation to buy, sell, or hold any security. Figures may be incomplete, out of date, or incorrect; company forecasts are the company's own and are inherently uncertain. JII does not trade in or hold positions in the securities of companies profiled. Before making any investment decision, consult qualified, licensed advisors and rely on primary disclosures issued by the company.

本資料は、日本の金融商品取引法に基づく投資助言・代理業ではなく、特定の有価証券の売買その他の取引の勧誘・推奨を目的とするものではありません。投資の判断はご自身の責任と独立した調査に基づいて行ってください。

All Compounder Profiles · Universe · Methodology · Company IR Sources: EDINET filings · TDnet disclosures · company IR · J-Quants prices Japan Investor Interface Co., Ltd.