Added to YB: 2026-01-28
Pitch date: 2026-01-26
6324.T [neutral]
Harmonic Drive Systems Inc.
+66.27%
current return
Author Info
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Company Info
Harmonic Drive Systems Inc. manufacturing and sales of speed reducers and mechatronics products in Japan, China, North America, and Europe.
Market Cap
JPY 564.2B
Pitch Price
JPY 3.5K
Price Target
N/A
Dividend
N/A
EV/EBITDA
48.79
P/E
193.20
EV/Sales
8.91
Sector
Machinery
Category
growth
Baillie Giff Japanese Smaller Companies - December 2025 update - Harmonic Drive Systems Inc.
6324.T (update): Leading precision gear maker for humanoid robots like Tesla Optimus. Stock surged on robotics hype - each robot needs 20-40 drives. After rough 2024-25, seeing V-shaped recovery with +240% EPS surprise, 80% revenue growth forecast FY2026. Risks: Chinese competition offering 30-50% lower prices, margin compression. Goldman/Bernstein bullish on robotics inflection, Jefferies bearish on valuation premium.
Read full article (2 min)