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Added to YB: 2024-09-27

Pitch date: 2024-09-26

6432.T [bullish]

Takeuchi Mfg. Co., Ltd.

+62.28%

current return

Author Info

Eloy Fernandez is a civil engineer who shares deep research on stocks. Sign up for the newsletter.

Company Info

Takeuchi Mfg. Co., Ltd. manufactures and sells construction machinery in Japan and internationally. The company offers compact and hydraulic excavators, track loaders, crawler dumpers, and other construction machinery.

Market Cap

JPY 237.4B

Pitch Price

JPY 4.4K

Price Target

7.3K (+3%)

Dividend

N/A

EV/EBITDA

4.25

P/E

7.83

EV/Sales

0.92

Sector

Machinery

Category

growth

Show full summary:
Takeuchi Mfg. Co., Ltd. - $6432.T

ACT.DE: Mini excavator & track loader specialist. 14% CAGR 2018-23. Strong aftermarket network. Quality execution, family-owned. Excellent capital allocation. Debt-free. Undervalued at 4x EV/EBITDA vs 19x industry. Risks: material costs, US economy, housing market. 8% rev growth, 12% EBIT margin. PT ¥7329 (+68%).

Read full article (12 min)