Added to YB: 2026-05-26
Pitch date: 2026-05-22
6492.T [bullish]
Okano Valve Mfg.Co.Ltd.
Author Info
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Company Info
Okano Valve Mfg.Co.Ltd. engages in the development, manufacture, sale, and maintenance of industrial valve for high pressure and high temperature services in Japan.
Market Cap
JPY 26.9B
Pitch Price
N/A
Price Target
52.3K (+251%)
Dividend
N/A
EV/EBITDA
18.10
P/E
27.31
EV/Sales
2.60
Sector
Machinery
Category
value
Japan Nuclear - Okano Valve 6492
6492.T (overview): Japan BWR valve monopoly w/ MS-SRV & MSIV lock on every reactor via NRA qualification moats. H1 FY9/26 op profit ¥1,787M already 185% of original ¥966M FY guide (3yr avg beat +115%). Q2 rev ¥40/day smashed 10yr ¥17-23 range as BWR fleet tripled to 3 units, KK-7 restart next, fat tail on KK 1-5 post-TEPCO PE deal. Base: ¥1,090 EPS x 25x = ¥27,250 PT (+63%); Bull: ¥1,743 EPS x 30x = ¥52,290 (+213%). 4.6x R/R. 23% cash/mktcap. Trades 19x vs Curtiss-Wright/BWX 20-30x, Japan Steel Works 30x.
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