Company Profile

Kubota Corporation

6326 · TSE
Industry
Construction Machinery
Exchange
TSE
Price at Publication
¥2,751.5
Sep 28, 2026 close
Fair Buy
≤ ¥1,650
Margin-of-safety entry
Intrinsic Value · Three-Tier Range Price at publication ¥2,751.5 · Within the fair intrinsic-value range

Composite valuation range · conservative ¥1,550–¥1,650 / fair ¥2,450–¥3,100 / optimistic ¥3,750–¥4,100. At the publication price of ¥2,751.5 (Sep 28, 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
Hold Kubota Corporation: A ¥70bn Tariff Refund Lifts the FY2026 Margin to 12.2% from 10.1%, and ¥2,751.5 Sits 28–38% Above the ¥2,000–2,150 Conservative Value Kubota is an Osaka-based machinery group built around compact farm equipment, engines and construction machinery: Farm & Industrial Machinery produced 88.6% of H1 2026 revenue, North America supplied 42.1%, and a captive-finance book carried ¥2.23 trillion of finance receivables at June 2026. FY2026 guidance of ¥400 billion operating profit and a 12.2% margin includes about ¥70 billion of non-recurring US tariff refunds, so the company's own ex-refund margin is 10.1%, while operating cash flow over FY2021 to FY2025 was only 0.69 times cumulative parent net income and cumulative reported free cash flow was around negative ¥314 billion. Rating Hold: at ¥2,751.5 the shares trade at 10.8 times guided EPS but closer to 13 times refund-normalized earnings and 28–38% above the ¥2,000–2,150 conservative value, so the margin of safety is none and the ideal buy price is ¥1,550 to ¥1,650. Kubota Corporation6326 · TSEConstruction MachinerySep 28, 2026