Added to YB: 2025-07-01
Pitch date: 2025-06-27
7409.T [bullish]
AeroEdge Co., Ltd.
+77.74%
current return
Author Info
No bio for this author
Company Info
AeroEdge Co., Ltd. manufactures and sells aerospace engine parts in Japan. It also offers machining and additive manufacturing services; and engineering consulting services.
Market Cap
JPY 10.6B
Pitch Price
JPY 3.0K
Price Target
N/A
Dividend
N/A
EV/EBITDA
9.96
P/E
16.09
EV/Sales
3.20
Sector
Aerospace and Defense
Category
growth
AeroEdge: The Tiny Titan Powering the LEAP Engine Surge
7409.T long: AeroEdge manufactures LPT blades for LEAP engines with 40% market share in global duopoly. Revenues to grow 40-50% in 2yrs, operating profit to double with >40% incremental margins. FY27E op profit ~¥1.3B + ¥0.3-0.5B from diversification. EV/EBIT 8-9x vs transaction multiples >14x. 22% IRR expected despite Safran concentration.
Read full article (1 min)