Added to YB: 2025-06-25
Pitch date: 2025-06-22
6368.T [bullish]
Organo Corporation
+103.86%
current return
Author Info
FluentInQuality invests in high-quality businesses that generate steady and sustainable cashflows, proven track records, and the potential to act as a true compounding machines over the long run. Sign up for the newsletter.
Company Info
Organo Corporation engages in water treatment engineering and performance product businesses in Japan, Taiwan, China, Southeast Asia, and internationally.
Market Cap
JPY 838.7B
Pitch Price
JPY 8.1K
Price Target
N/A
Dividend
N/A
EV/EBITDA
21.16
P/E
29.53
EV/Sales
4.74
Sector
Machinery
Category
value
Top 6 Under The Radar High-Quality Compounders In Asia - Organo Corporation
6368.T: Water purification specialist for critical industries (semiconductors, pharma, power). 40% recurring revenue with high-margin maintenance contracts creating annuity-like cash flows. Built-in customer retention via embedded solutions. 34% gross/15% net margins, 10%+ ROE, minimal debt. Tailwinds: semiconductor capacity, stricter regulations, Asian industrialization.
Read full article (1 min)