Added to YB: 2025-11-28
Pitch date: 2025-11-26
5393.T [bullish]
Nichias Corporation
+7.36%
current return
Author Info
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Company Info
Nichias Corporation manufactures and sells thermal insulation materials in Japan. It operates in five segments: Energy and Industrial Plants, Industrial Products, Advanced Products, Auto parts, and Building Materials.
Market Cap
JPY 389.4B
Pitch Price
JPY 6.2K
Price Target
N/A
Dividend
N/A
EV/EBITDA
7.54
P/E
12.96
EV/Sales
1.35
Sector
Building Products
Category
value
Amova Cash Rich Japan Equity - Nichias Corporation
5393.T: Japanese industrial gasket/insulation leader w/ moat in PTFE products & high switching costs. 20-30% annual growth guided in Semicon segment through FY3/27, plus hydrogen/auto exposure. 11-12x EV/EBITDA, 1.05x P/B, 3.3% yield, 25% net cash/market cap, mid-teens ROE.
Read full article (2 min)