Added to YB: 2025-06-25
Pitch date: 2025-06-22
6368.T [bullish]
Organo Corporation
+51.57%
current return
Author Info
FluentInQuality invests in high-quality businesses that generate steady and sustainable cashflows, proven track records, and the potential to act as a true compounding machines over the long run. Sign up for the newsletter.
Company Info
Organo Corporation operates as a water treatment engineering company in Japan, Taiwan, China, Southeast Asia, and internationally.
Market Cap
JPY 425.2B
Pitch Price
JPY 8.1K
Price Target
N/A
Dividend
N/A
EV/EBITDA
13.00
P/E
17.61
EV/Sales
2.64
Sector
Machinery
Category
value
Top 6 Under The Radar High-Quality Compounders In Asia - Organo Corporation
6368.T: Water purification specialist for critical industries (semiconductors, pharma, power). 40% recurring revenue with high-margin maintenance contracts creating annuity-like cash flows. Built-in customer retention via embedded solutions. 34% gross/15% net margins, 10%+ ROE, minimal debt. Tailwinds: semiconductor capacity, stricter regulations, Asian industrialization.
Read full article (1 min)