Professional
Added to YB: 2025-07-07
Pitch date: 2025-06-12
4527.T [neutral]
Rohto Pharmaceutical Co.,Ltd.
+21.85%
current return
Author Info
No bio for this author
Company Info
Rohto Pharmaceutical Co.,Ltd. manufactures and markets pharmaceutical products, cosmetics, and functional foods worldwide.
Market Cap
JPY 466.5B
Pitch Price
JPY 2.1K
Price Target
N/A
Dividend
N/A
EV/EBITDA
8.71
P/E
15.24
EV/Sales
1.46
Sector
Personal Care Products
Category
special_situation
AVI Global Trust Portfolio Holding: Rohto Pharmaceutical Co.,Ltd.
4527.T (holding update): Rohto, leader in Japan's skincare/eye drops, -31% amid management issues: refused price increases, high R&D in unprofitable healthcare, expensive acquisition vs expected shareholder returns, surprise dilutive convertible bond. Trades at 11.6x EV/EBITA vs peer 16.2x despite 14% margins vs peer 5%.
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