Added to YB: 2025-07-09
Pitch date: 2025-07-07
7409.T [bullish]
AeroEdge Co., Ltd.
+342.8%
current return
Author Info
No bio for this author
Company Info
AeroEdge Co., Ltd. manufactures and sells aerospace engine parts in Japan. It offers machining and additive manufacturing services; and engineering consulting services.
Market Cap
JPY 56.4B
Pitch Price
JPY 903.33
Price Target
N/A
Dividend
N/A
EV/EBITDA
38.17
P/E
20.38
EV/Sales
13.11
Sector
Aerospace and Defense
Category
growth
AeroEdge Co., Ltd. - $7409.T
7409.T: Manufactures TiAl blades for LEAP engines in global duopoly with 40% market share, locked in till 2034. 48-55% incremental margins, 27.8% ROIC. Core biz profit to double over 2yrs + 2 new projects adding 20-40% profit by FY27. Risks: OEM supply chain/quality issues, single customer (Safran). 25% 3yr IRR, 40% 2yr IRR.
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