Added to YB: 2026-03-20
Pitch date: 2026-03-15
4091.T [bullish]
Nippon Sanso Holdings Corporation
+2.29%
current return
Author Info
No bio for this author
Company Info
Nippon Sanso Holdings Corporation engages in the gas business in Japan, the United States, Europe, Asia, and Oceania.
Market Cap
JPY 2.7T
Pitch Price
JPY 5.9K
Price Target
N/A
Dividend
0.93%
EV/EBITDA
11.35
P/E
23.47
EV/Sales
2.60
Sector
Chemicals
Category
value
Nippon Sanso stock: 30 percent cheaper than Linde – despite double-digit profit increases
4091.T: Japanese industrial gas maker (#4 globally w/ 7% share) trading 25-30% cheaper than Linde/Air Liquide at 17x P/E despite targeting 10% annual profit growth. EBIT margin expanded 10.4%→14.7% since 2021 under ex-Linde CFO, targeting +50bps/yr vs peers' 38% margins. Oligopoly pricing power, 6.5% rev CAGR, 20% payout ratio rising to 30-50%. Debt falling from 4.4x→2.4x EBITDA. March 30 '26 2030 plan reveal key catalyst.
Read full article (14 min)