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Added to YB: 2026-07-30

Pitch date: 2026-05-26

6265.T [bullish]

CONVUM Ltd.

-4.94%

current return

Author Info

No bio for this author

Company Info

CONVUM Ltd. engages in the manufacture and sale of pneumatic equipment in Japan and internationally. It offers vacuum ejectors; vacuum suction pads; pressure sensors; vacuum robot hand, including balloon hand, e-hand, palletizer, kraft paper bag suction hand, bag suction hand, large diameter pad hand, and robot hand kit; vacuum accessory, such as vacuum filter, work drop prevention check valve, miniature vacuum in-line filter, check valve, vacuum in-line filter with coupling, and ejector silencer; and other products comprising thin non-contact pad, vacuum switching valve, picking pad, and mini air cylinders.

Market Cap

JPY 4.9B

Pitch Price

JPY 3.3K

Price Target

5.0K

Dividend

N/A

EV/EBITDA

3.53

P/E

18.93

EV/Sales

0.86

Sector

Machinery

Category

value

Show full summary:
CONVUM Ltd. - $6265.T

6265.T: Japanese vacuum automation/robot-hand OEM, ~$32mm cap at 2.3x run-rate EBIT, heavily overcapitalized. Semi end-markets inflecting on AI capex; Q126 rev +15% y/y, Robot Hands +81% in '25. New CEO launching products, first buyback done. Risks: AI capex bust, SMC/CKD competition, capital hoarding. Illiquid (~$40k/day).

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