Added to YB: 2026-06-03
Pitch date: 2026-06-01
4078.T [bullish]
Sakai Chemical Industry Co., Ltd.
Author Info
No bio for this author
Company Info
Sakai Chemical Industry Co., Ltd., together with its subsidiaries, manufactures and sells various chemical products in Japan, Asia, North America, Europe, the Middle East, and internationally.
Market Cap
JPY 86.4B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
8.64
P/E
35.80
EV/Sales
1.08
Sector
Chemicals
Category
growth
Sakai Chemical ($4078.T)
4078.T: Japanese chemical maker; ~40% of 2027 est op income from high-end MLCC via hydrothermal BaTiO3, ideal for AI servers. AI server MLCC mkt growing 80%+ CAGR, general server 30-40% CAGR vs $15B total mkt. Author thinks mgmt's 2027 estimates sandbag AI demand; cheap ahead of biggest MLCC expansion ever.
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