Added to YB: 2026-04-22
Pitch date: 2026-04-20
3103.T [bullish]
Unitika Ltd.
-24.35%
current return
Author Info
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Company Info
Unitika Ltd. manufactures and sells polymers, performance materials, industrial fibers and textiles, and others in Japan and internationally.
Market Cap
JPY 177.9B
Pitch Price
JPY 4.0K
Price Target
N/A
Dividend
N/A
EV/EBITDA
12.80
P/E
115.83
EV/Sales
1.51
Sector
Textiles, Apparel and Luxury Goods
Category
growth
Very bullish on Unitika Ltd (TYO: 3103)
3103.T: Japanese glass fiber supplier for AI PCBs. Ultra-thin, low-CTE fabrics essential for large AI dies. Q3 op profit doubled YoY to ¥9.0bn on electronics rebound. Supply tight thru 2027 per TrendForce—Nittobo booked thru end-2026, new capacity not online til H2 2027. Pricing power + qualification lock-in vs entrants. FY26 guide ¥110bn sales/¥9.5bn profit. Catalysts: May 14 FY26 results, pricing wins. Risks: small scale, cyclical exposure, new supply by late 2027.
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