Added to YB: 2025-06-24
Pitch date: 2025-06-22
5592.T [bullish]
Kusurinomadoguchi, Inc.
+13.37%
current return
Author Info
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Company Info
Kusurinomadoguchi, Inc. provides solutions for pharmacies and medical care in Japan. The company offers EPARK drug counter, a pharmacy/drugstore search and reservation site; matching site to buy and sell dead stock medicines at dispensing pharmacies; site for medicine counter telephone medical treatment; Health Tech Navi, an electronic medication history system; Care Daisy system to link recording systems and ICT devices; solution for purchasing pharmaceuticals; and system that allows for centralized management of outpatient reception, outpatient reservations, and online medical treatment.
Market Cap
JPY 32.6B
Pitch Price
JPY 2.9K
Price Target
N/A
Dividend
N/A
Sector
Health Care Technology
Category
growth
A two pager idea on a 'lazy' bet - Kusurinomadoguchi, Inc.
5592.T: Healthcare DX platform in Japan with 3 segments - Media (portal & apps for pharmacies, 37% market share), MOB (digital procurement for pharmacies), and Core Systems (healthcare software). Hikari Tsushin DNA drives focus on recurring revenue and IRR. MT plan targets 23% recurring revenue CAGR & 21% EBIT CAGR to ¥5bn by 2030. At 16x P/E, 9.9x EV/EBITDA for 20%+ growth, valuation still attractive despite recent run-up.
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