Added to YB: 2026-07-30
Pitch date: 2026-05-26
6265.T [bullish]
CONVUM Ltd.
-4.94%
current return
Author Info
No bio for this author
Company Info
CONVUM Ltd. engages in the manufacture and sale of pneumatic equipment in Japan and internationally. It offers vacuum ejectors; vacuum suction pads; pressure sensors; vacuum robot hand, including balloon hand, e-hand, palletizer, kraft paper bag suction hand, bag suction hand, large diameter pad hand, and robot hand kit; vacuum accessory, such as vacuum filter, work drop prevention check valve, miniature vacuum in-line filter, check valve, vacuum in-line filter with coupling, and ejector silencer; and other products comprising thin non-contact pad, vacuum switching valve, picking pad, and mini air cylinders.
Market Cap
JPY 4.9B
Pitch Price
JPY 3.3K
Price Target
5.0K
Dividend
N/A
EV/EBITDA
3.53
P/E
18.93
EV/Sales
0.86
Sector
Machinery
Category
value
CONVUM Ltd. - $6265.T
6265.T: Japanese vacuum automation/robot-hand OEM, ~$32mm cap at 2.3x run-rate EBIT, heavily overcapitalized. Semi end-markets inflecting on AI capex; Q126 rev +15% y/y, Robot Hands +81% in '25. New CEO launching products, first buyback done. Risks: AI capex bust, SMC/CKD competition, capital hoarding. Illiquid (~$40k/day).
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