Added to YB: 2026-05-19
Pitch date: 2026-05-17
6368.T [neutral]
Organo Corporation
-11.3%
current return
Author Info
I hunt patiently for 100-baggers in the realm from small to mid-cap preferably for underfollowed companies. The goal is to find asymmetric bets, with high upside, limited downside and always exposed to additional outsized optionality. Sign up for the newsletter.
Company Info
Organo Corporation engages in water treatment engineering and performance product businesses in Japan, Taiwan, China, Southeast Asia, and internationally.
Market Cap
JPY 838.7B
Pitch Price
JPY 18.5K
Price Target
N/A
Dividend
N/A
EV/EBITDA
21.16
P/E
29.53
EV/Sales
4.74
Sector
Machinery
Category
growth
The 15 best stock pitches from Omaha part 3 - Organo Corporation
6368.T (overview): Water treatment co w/ 70-80% of TSMC's ultrapure water plants, 100% at <10nm nodes. TSMC = 14% rev. Earns on build + perpetual service (40-50% rev, high margin). Following TSMC to US/Japan/Germany fabs. Moat via switching costs, EPS growing faster than rev on mix shift + pricing power.
Read full article (2 min)