Added to YB: 2026-01-22
Pitch date: 2026-01-20
5367.T [bullish]
Nikkato Corporation
+26.35%
current return
Author Info
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Company Info
Nikkato Corporation manufactures and sells industrial ceramics consumables in Japan. The company operates through Ceramics Business and Engineering Business segments.
Market Cap
JPY 8.0B
Pitch Price
JPY 668.00
Price Target
1.1K (+35%)
Dividend
3.13%
EV/EBITDA
3.94
P/E
15.92
EV/Sales
0.51
Sector
Machinery
Category
value
A Japanese Cigar-Butt at 0.5x TBV
5367.T: Japanese ceramics/engineering co trading at 0.55x TBV despite 5.5% revenue growth, 28% op profit growth. FCF yield 9-10%, fortress balance sheet w/ 50% liquid assets. Management's 'Connect 30' plan targets 15% op margins (vs 6.3%) & ¥13B revenue by 2030. 80% upside to TBV alone at ¥1137 target.
Read full article (8 min)