Professional
Added to YB: 2025-07-07
Pitch date: 2025-06-12
DNPLY [neutral]
Dai Nippon Printing Co., Ltd.
+28.68%
current return
Author Info
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Company Info
Dai Nippon Printing Co., Ltd. primarily engages in the printing business. The company’s Information Communication segment offers books, including standard books, textbooks, dictionaries, e-books, and commemorative and memorial editions; magazines; digital marketing support services; BPR consulting and BPO services; information processing services; smart cards, payment-related services, card-related equipment, authentication and security services; and IC tags, holograms, business forms, catalogs, leaflets, brochures, calendars, point-of-purchase materials, and digital signage products, as well as operates events, stores, and contents.
Market Cap
JPY 978.7B
Pitch Price
JPY 2.1K
Price Target
N/A
Dividend
N/A
EV/EBITDA
5.94
P/E
9.16
EV/Sales
0.67
Sector
Commercial Services and Supplies
Category
growth
AVI Global Trust Portfolio Holding: Dai Nippon Printing Co., Ltd.
DNPLY (holding update): Japanese printing conglomerate w/ fine metal mask biz (75% of Electronics segment) generating 35-40% margins with 100% market share in critical OLED components. Electronics unit: 70% of profit, 25%+ margins, 16% CAGR. Headwinds: activist exit, small buyback. Catalysts: tablet/laptop FMMs (32% YoY growth to 2030), 15% buyback, 33% securities portfolio. Trades 5.6x EBIT vs peers 14x.
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