Added to YB: 2026-04-24
Pitch date: 2026-04-22
6158.T [bullish]
Waida Mfg. Co.,Ltd.
-2.34%
current return
Author Info
Net-Net-Hunter Japan invests in Net-Net stocks. In this channel, I will share my stock analysis of Net-Net stock in Japan.
Company Info
Waida Mfg. Co.,Ltd. operates in the mold-related and the cutting tool-related industry in Japan, China, rest of Asia, Africa, Europe, and the United States.
Market Cap
JPY 6.6B
Pitch Price
JPY 1.0K
Price Target
2.7K
Dividend
N/A
EV/EBITDA
4.77
P/E
56.60
EV/Sales
0.45
Sector
Machinery
Category
growth
Waida Mfg. Co.,Ltd. - $6158.T
6158.T: Niche global leader in grinding machines (50% mold, 40% tool market share). Margin compressed to 7% from 15% on upfront overseas expansion investment. Half price vs EU competitors = pricing power. FY30 target: ¥10.5B sales, ¥1.6B op profit (15% margin recovery). At 0.64x PBR, 1.01x NCAV, sees 165% upside in 4yrs (27% IRR). Risks: customer capex cycle delays, margin pressure from competition.
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