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Added to YB: 2025-07-07

Pitch date: 2025-06-12

DNPLY [neutral]

Dai Nippon Printing Co., Ltd.

+28.68%

current return

Author Info

No bio for this author

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

Show full summary:
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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