Added to YB: 2026-08-14
Pitch date: 2026-08-12
4975.T [neutral]
JCU Corporation
+0.53%
current return
Author Info
No bio for this author
Company Info
JCU Corporation engages in the produces and sells chemicals, machines, and equipment in Japan. The company offers surface treatment chemicals for the decoration and rustproofing of automobile parts, faucet parts, construction materials, etc.
Market Cap
JPY 138.9B
Pitch Price
JPY 5.6K
Price Target
6.6K (+16%)
Dividend
N/A
EV/EBITDA
8.85
P/E
15.29
EV/Sales
3.87
Sector
Chemicals
Category
growth
Earnings Update Part 1 - JCU Corporation
4975.T (trimmed): +31.1% but earnings support base case, not AI-ramp bull thesis. Rev ¥7.49bn (+6.5%), op profit ¥2.74bn (-2.3%); chemicals +18.2%. Via-filling growth stalled, Taiwan -11% QoQ vs peers (Uyemura, MKS) growing—share loss risk. Margin dip from Kumamoto D&A, not structural. Trimmed most after 100% run; holds ~5% into Nov results (accounting lag defense). ~8x EV/EBITDA, base case ¥6,600.
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