Added to YB: 2025-02-20
Pitch date: 2025-02-19
2814.T [bullish]
Sato Foods Industries Co., Ltd.
+47.51%
current return
Author Info
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Company Info
Sato Foods Industries Co., Ltd. engages in the manufacture and sale of tea extracts, plant extracts, natural seasonings, and powdered alcohol in Japan and internationally.
Market Cap
JPY 10.9B
Pitch Price
JPY 2.1K
Price Target
5.5K (+81%)
Dividend
N/A
EV/EBITDA
3.42
P/E
15.68
EV/Sales
0.51
Sector
Food Products
Category
value
Founders Last Gift to Shareholders
2814.T: Net-net trading at 59% P/(NCAV+IS), 47% P/BV. Profitable drink extract maker, 15% sales to Ito En. Tea sales recovering post-pandemic. Margins down on lower utilization, wage inflation. No controlling shareholder. 110-140% upside potential. Part of Japan net-net basket play on TSE reforms.
Read full article (5 min)