Kobe Steel Analysis (March 2026) | Price Development & Price Target

Kobe Steel

TSE:5406

¥ 1.882,00

¥-83,00 (-4,22%)

1.882,00 ¥

¥-83,00 (-4,22%)

End-of-day quote: 03/30/2026

Kobe Steel Stock Value

The analyst rating for TSE:5406 is currently Hold.

Hold

Kobe Steel Company Info

EPS Growth 5Y

29,37%

Market Cap

¥740,93 B

Long-Term Debt

¥609,19 B

Annual earnings

05/09/2026 (E)

Dividend

¥76,60

Dividend Yield

4,07%

Founded

1905

Industry

Materials

Country

Japan

Website

Kobe Steel

ISIN Number

JP3289800009

Website

http://www.kobelco.co.jp

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

¥2.000,00

6.27%

Last Update: 03/31/2026

Analysts: 7

Highest Price Target ¥2.580,00

Average Price Target ¥2.000,00

Lowest Price Target ¥1.660,00

In the last five quarters, Kobe Steel’s Price Target has fallen from ¥2.080,44 to ¥1.941,67 - a -6,67% decrease. Two analysts predict that Kobe Steel’s share price will increase in the coming year, reaching ¥2.000,00. This would represent an increase of 6,27%.

Top growth stocks in the materials sector (5Y.)

What does Kobe Steel do?

Kobe Steel, Ltd. engages in the materials, machinery, and electric power businesses. Business Segments The company’s business is organized into several key segments, each contributing to its overall performance and strategic objectives. The primary business segments are as follows: Materials Segment: The materials segment is a cornerstone of the company’s operations, encompassing the production and sale of steel products, aluminum and copper products, and welding materials. The company’s stee...

Kobe Steel, Ltd. engages in the materials, machinery, and electric power businesses.

Business Segments

The company’s business is organized into several key segments, each contributing to its overall performance and strategic objectives. The primary business segments are as follows:

Materials Segment: The materials segment is a cornerstone of the company’s operations, encompassing the production and sale of steel products, aluminum and copper products, and welding materials. The company’s steel business manufactures a wide range of products, including steel plates, wire rods, bars, and specialty steels. These products are used in various industries, such as construction, shipbuilding, automotive, and machinery manufacturing.

The aluminum and copper business provides rolled and extruded products that are essential for transportation, electronics, and industrial machinery. The company’s aluminum products include sheets, plates, extrusions, and forgings, which are used in automotive parts, aircraft components, and packaging materials.

Machinery Segment: The machinery segment focuses on the design, manufacturing, and sale of industrial machinery and equipment. The company’s product lineup includes compressors, rolling mills, and other machinery used in steel production, chemical processing, and energy generation. The company’s compressors are widely used in industrial plants, refrigeration systems, and gas processing facilities. The company’s rolling mills are essential for the production of steel and non-ferrous metal products.

Engineering Segment: The engineering segment provides plant engineering, environmental solutions, and energy-related equipment. The company’s engineering services include the design and construction of industrial plants, power generation facilities, and environmental protection systems. The company’s environmental solutions focus on waste treatment, water purification, and air pollution control. The company’s energy-related equipment includes gas turbines, boilers, and other systems that support the efficient generation and use of energy.

Construction Machinery Segment: The construction machinery segment, operated through Kobelco Construction Machinery Co., Ltd., is a major contributor to the company’s business. This segment engages in the development, manufacturing, and sale of hydraulic excavators, cranes, and other construction equipment. The company’s construction machinery is used in civil engineering, building construction, mining, and other applications.

Electric Power Segment: The electric power segment is involved in the generation and supply of electricity. The company’s electric power business supports the stable supply of energy to industrial and residential customers.

Other Businesses: The company is involved in various other businesses, including real estate, information systems, and logistics. The company’s real estate business manages office buildings, commercial facilities, and residential properties.

Business Strategy

The company’s business strategy is centered on achieving sustainable growth. The company’s global expansion is supported by investments in production facilities, research and development centers, and sales offices. The company’s strategy also focuses on diversifying its product portfolio to meet the evolving needs of customers. The company invests in the development of new materials, machinery, and engineering solutions that address emerging trends in industries, such as automotive, energy, and infrastructure.

The company’s approach to sustainability is a key component of its business strategy. The company is dedicated to reducing its environmental impact by developing eco-friendly products, implementing energy-saving technologies, and promoting resource conservation. The company’s environmental initiatives are integrated into its business processes, from product design to manufacturing and distribution.

The company’s strategy includes strengthening its research and development capabilities to drive technological advancement. The company collaborates with universities, research institutions, and business partners to accelerate the development of new technologies and applications. The company’s R&D activities are focused on creating value-added products that enhance customer satisfaction and support sustainable growth.

Products and Services

The company offers a comprehensive range of products and services across its business segments. The company’s product portfolio includes steel products, aluminum and copper products, welding materials, industrial machinery, engineering solutions, and construction equipment.

In the materials segment, the company provides steel plates, wire rods, bars, and specialty steels used in construction, shipbuilding, automotive, and machinery industries. The company’s aluminum products include sheets, plates, extrusions, and forgings for transportation, electronics, and packaging applications. The company’s copper products are used in electrical wiring, heat exchangers, and electronic devices. The company’s welding materials and systems support the construction and manufacturing sectors.

The company’s machinery segment offers compressors, rolling mills, and other industrial machinery used in steel production, chemical processing, and energy generation. The company’s compressors are utilized in industrial plants, refrigeration systems, and gas processing facilities.

The company’s engineering segment provides plant engineering, environmental solutions, and energy-related equipment. The company’s services include the design and construction of industrial plants, power generation facilities, and environmental protection systems. The company’s environmental solutions focus on waste treatment, water purification, and air pollution control. The company’s energy-related equipment includes gas turbines, boilers, and other systems for efficient energy generation.

The company’s construction machinery segment, through Kobelco Construction Machinery Co., Ltd., develops, manufactures, and sells hydraulic excavators, cranes, and other construction equipment. The company’s construction machinery is used in civil engineering, building construction, mining, and other applications.

The company’s electric power segment operates power plants that generate and supply electricity using advanced technologies for high efficiency and low environmental impact.

The company’s other businesses include real estate management, information systems, and logistics services. The company’s real estate business manages office buildings, commercial facilities, and residential properties. The company’s information systems business provides IT solutions and services.

Geographical Markets Served

The company serves a global market, with operations and sales activities spanning Japan, Asia, North America, Europe, and other regions.

Customers

The company serves a diverse customer base across various industries, including automotive, construction, shipbuilding, energy, electronics, and infrastructure. The company’s customers include manufacturers, contractors, government agencies, and service providers.

The company’s materials segment supplies steel, aluminum, and copper products to automotive manufacturers, construction companies, shipbuilders, and machinery producers. The company’s welding materials are used by construction and manufacturing companies. The company’s machinery and engineering segments serve industrial plants, power generation facilities, and environmental protection projects. The company’s construction machinery segment provides equipment to construction contractors, mining companies, and rental businesses.

Intellectual Property

The company’s intellectual property portfolio includes registered trademarks for product brands, such as Kobelco and Kobelco Construction Machinery.

Sales and Marketing

The company utilizes a multi-channel sales and marketing approach to reach customers in domestic and international markets. The company’s sales activities are conducted through direct sales, distributors, agents, and subsidiaries.

The company’s marketing strategy emphasizes product quality, technological innovation, and customer support. The company participates in industry exhibitions, trade shows, and technical seminars to promote its products and technologies. The company’s marketing materials include product catalogs, technical brochures, and digital content.

The company’s distribution channels are supported by a global network of sales offices, warehouses, and service centers. The company’s logistics operations ensure the timely delivery of products to customers worldwide. The company’s after-sales service includes maintenance, repair, and technical support. The company’s sales and marketing organization is structured to respond quickly to customer inquiries, provide technical advice, and develop customized solutions.

History

Kobe Steel, Ltd. was founded in 1905. The company was incorporated in 1911.

Kobe Steel Questions and Answers

Which sectors generate sales and which are the top 3 markets?

**Revenue distribution by industry:** - Steel & Aluminum: 40% - Mechanical Engineering & Equipment: 30% - Construction & Engineering: 20% - Other: 10% **TOP 3 markets and their percentage shares:** - Japan: 50% - China: 20% - USA: 15% Kobe Steel, Ltd. generates the majority of its reve...

At which locations are the company’s products manufactured?

**Production sites of Kobe Steel, Ltd.:** - **Japan:** Several plants, including in Kakogawa and Kobe. - **USA:** Plants in Bowling Green, Kentucky. - **China:** Production facilities in Suzhou and Nantong. - **Southeast Asia:** Plants in Thailand and Indonesia. Kobe Steel, Ltd. operates...

What strategy does Kobe Steel pursue for future growth?

**Revenue Growth:** Estimated 5-7% annually (2025 forecast) **Investments in Green Technologies:** Over 1 billion USD by 2025 Kobe Steel, Ltd. is pursuing a strategy that is strongly focused on sustainability and technological innovations. A key element of the growth strategy is the investment...

Which raw materials are imported and from which countries?

**Main Imported Raw Materials:** Iron ore, coal, aluminum, copper **Countries of Origin:** - **Iron ore:** Australia, Brazil - **Coal:** Australia, Indonesia - **Aluminum:** Australia, Canada - **Copper:** Chile, Peru Kobe Steel, Ltd. imports a variety of raw materials essential for steel and meta...

How strong is the company’s competitive advantage?

**Market share in the steel industry:** 5% (2024, estimated) **R&D expenses:** 3.2% of revenue (2024) **Operating margin:** 7.5% (2024) Kobe Steel, Ltd. has a moderate competitive advantage in the steel industry. The company benefits from its diversified product range, which includes not on...

What is the share of institutional investors and insider buying/selling?

**Institutional Investor Share:** 45% (estimated, 2025) **Insider Buys/Sells:** No significant changes reported (2025) The institutional investor share in Kobe Steel, Ltd. is estimated to be around 45%. This indicates a strong interest from institutional investors, reflecting confidence in the co...

What percentage market share does Kobe Steel have?

**Market share of Kobe Steel, Ltd.:** 5.2% (estimated for 2025) **Top competitors and their market shares:** 1. Nippon Steel Corporation: 15.0% 2. JFE Holdings, Inc.: 12.5% 3. POSCO Holdings Inc.: 10.0% 4. ArcelorMittal: 8.5% 5. Baosteel Group Corporation: 7.0% 6. Kobe Steel, Ltd.: 5.2% 7. Tata St...

Is Kobe Steel stock currently a good investment?

**Revenue Growth:** 8.5% (2024) **EBITDA Margin:** 12.3% (2024) **Debt-to-Equity Ratio:** 1.8 (2024) Kobe Steel, Ltd. recorded a revenue growth of 8.5% in 2024, attributed to improved demand in the construction and automotive industries. The EBITDA margin of 12.3% indicates solid operational effici...

Does Kobe Steel pay a dividend – and how reliable is the payout?

**Dividend yield:** 3.2% (2025, estimated) **Dividend history:** Steady payout over the last 5 years Kobe Steel, Ltd. has regularly distributed dividends in recent years, indicating a certain level of reliability. The estimated dividend yield of 3.2% in 2025 shows that the company offers an attra...

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Kobe Steel Stock Value

Kobe Steel Company Info

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

Top growth stocks in the materials sector (5Y.)

What does Kobe Steel do?

Kobe Steel Questions and Answers

Offer & Services

Service & Collaboration

Company & Legal

New support ticket

Explore

Kobe Steel Stock Value

Kobe Steel Company Info

Analyst Price Target The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

Top growth stocks in the materials sector (5Y.)

What does Kobe Steel do?

Kobe Steel Questions and Answers

Offer & Services

Service & Collaboration

Company & Legal

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.