Added to YB: 2026-06-05
Pitch date: 2026-04-07
6101.T [bullish]
Tsugami Corporation
+68.76%
current return
Author Info
No bio for this author
Company Info
Tsugami Corporation, together with its subsidiaries, manufactures and sells precision machine tools in Japan.
Market Cap
JPY 302.3B
Pitch Price
JPY 3.7K
Price Target
8.2K (+25%)
Dividend
N/A
EV/EBITDA
7.72
P/E
18.23
EV/Sales
2.29
Sector
Machinery
Category
growth
Tsugami Corporation - $6101.T
6101.T: Global leader (50-60% share) in Swiss-type CNC lathes at 13x FY26e/8.5x FY27e P/E, 22% ROE. AI liquid cooling surged to 23% of orders from ~0, overtaking auto (22% from 42%); 2M26 orders +40% YoY. Peer Star taken private at 24x. 18% rev CAGR FY25-28. 80-135% upside at 15-20x. May 13 results catalyst. Risks: auto downcycle, capacity caps thru 2028, Mazak competition, FX.
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