Added to YB: 2026-06-19
Pitch date: 2026-06-17
6324.T [bullish]
Harmonic Drive Systems Inc.
-22.77%
current return
Author Info
No bio for this author
Company Info
Harmonic Drive Systems Inc. manufacturing and sales of speed reducers and mechatronics products in Japan, China, North America, and Europe.
Market Cap
JPY 520.7B
Pitch Price
JPY 8.0K
Price Target
N/A
Dividend
N/A
EV/EBITDA
52.26
P/E
323.84
EV/Sales
8.68
Sector
Machinery
Category
growth
Harmonic Drive Systems: Positioned to 10X?
6324.T: Japanese maker of zero-backlash strain wave reducers/actuators, critical for humanoid robot joints (30-60% of BOM). FY26 sales ¥59.6B (+7%), op margin 4.3%; FY27 guide ¥68B (+14%), op income +141%. 72% equity ratio. Humanoid volumes ramp FY27+. 10X thesis over 8-12yrs. Risks: Chinese competition (Leaderdrive), cyclicality, premium valuation, adoption pace.
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