Added to YB: 2026-06-18
Pitch date: 2026-06-16
4368.T [bullish]
Fuso Chemical Co.,Ltd.
Author Info
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Company Info
Fuso Chemical Co.,Ltd. manufactures and sells life science and electronic material products. The company offers malic acid and derivatives, citric acid and derivatives, L-tartaric acid and derivatives, lactic acid and derivatives, gluconic acid and derivatives, other acid derivatives, ascorbic and isoascorbic acids, and amino acid and derivatives, as well as water soluble rust proof agents/water soluble grinding and cutting fluids.
Market Cap
JPY 433.8B
Pitch Price
N/A
Price Target
6.0K
Dividend
N/A
EV/EBITDA
13.75
P/E
30.31
EV/Sales
5.33
Sector
Chemicals
Category
growth
Why I am very bullish on Fuso Chemical (4368.T)
4368.T: Japanese mid-cap controls 90%+ of global ultra-high-purity colloidal silica, the key abrasive in CMP slurries upstream of all major formulators. ~80% GM on silica. FY26 rev ¥76.9B (+10.7%), NI ¥14.3B (+23%). FY27 guide OP +29%, 28% margin. ¥40B Kyoto expansion. Agnostic to device architecture, protected from EMIB/CoPoS. PT ¥6,000 (50% upside, 38x fwd EPS) vs ~¥4,000.
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