Added to YB: 2025-10-14
Pitch date: 2025-09-30
4613.T [bullish]
Kansai Paint Co., Ltd.
+0.83%
current return
Author Info
No bio for this author
Company Info
Kansai Paint Co., Ltd., together with its subsidiaries, manufactures and sells paints and coatings in Japan, India, the United States, China, Asia, Africa, Europe, and internationally.
Market Cap
JPY 434.7B
Pitch Price
JPY 2.4K
Price Target
N/A
Dividend
N/A
EV/EBITDA
8.05
P/E
15.46
EV/Sales
1.06
Sector
Chemicals
Category
value
Oakmark International Small Cap Fund New Position: Kansai Paint Co., Ltd.
4613.T (new position): Japanese paint leader, shares down 20%+ on weak auto production & India decorative market. Management shifting to higher-margin niches (construction chemicals, wood coating). Cost reduction opportunities remain. Indian negatives now priced in. 100% FCF returned via dividends/buybacks.
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