Added to YB: 2026-05-26
Pitch date: 2026-05-22
268A.T [bullish]
Rigaku Holdings Corporation
Author Info
Company Info
Rigaku Holdings Corporation engages in the manufacture and sale of scientific equipment in Japan, the United States, Europe, and Asia.
Market Cap
JPY 593.1B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
30.92
P/E
61.26
EV/Sales
6.90
Sector
Electronic Equipment, Instruments and Components
Category
special_situation
Some brief trades to highlight Rigaku (268A.T)
268A.T: Carlyle exiting final ~30M shares via secondary (priced Jun 1), creating potential 10% dislocation entry before pricing. Clean-up sale is digestible at 7d ADV. Post-Carlyle exit + Onto Innovation cross-selling could unlock $300M incremental sales (50% of current rev). Trades 21x FY27 EV/EBITDA, 35x P/E. Rev growth modest 10% CAGR to 2027, upside from margin expansion.
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