Added to YB: 2026-07-06
Pitch date: 2026-07-02
6328.T [bullish]
Ebara Jitsugyo Co.,Ltd.
+1.2%
current return
Author Info
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Company Info
Ebara Jitsugyo Co.,Ltd. manufactures and sells environmentally related products. The company operates through Manufacturing, Engineering, and Trading business segments.
Market Cap
JPY 58.2B
Pitch Price
JPY 2.4K
Price Target
3.3K (+32%)
Dividend
3.04%
EV/EBITDA
6.79
P/E
12.49
EV/Sales
1.10
Sector
Construction and Engineering
Category
value
Ebara Jitsugyo - $6328
6328.T: Japanese water-infra contractor at 7.3x fwd EV/EBIT, 5.8x core; mispriced as plain EPC despite 15% op margin, 22% ROCE, net cash, record backlog. Hidden Manufacturing arm (ozone/PFAS) vs peers at 17-19x. Aging water renewal cycle tailwind. NAVF activist (10.65%) pushing buybacks; sell Trading + Ebara stake = ¥3,250/sh SOTP vs ¥2,456 (+33%).
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