Added to YB: 2025-12-08
Pitch date: 2025-12-04
4624.T [bullish]
Isamu Paint Co., Ltd.
+8.43%
current return
Author Info
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Company Info
Isamu Paint Co., Ltd. manufactures and sells paints, solvents, and building materials in Japan. The company provides automotive, general purpose and industrial, and architectural paint products; and aerosol products.
Market Cap
JPY 7.6B
Pitch Price
JPY 3.5K
Price Target
7.0K (+84%)
Dividend
N/A
EV/EBITDA
1.52
P/E
9.26
EV/Sales
0.22
Sector
Chemicals
Category
value
Isamu Paint (TYO 4624) - A $43m Double Net Net Automotive Paint Co Trading at 12x P/E with 30 Years of Consistent Profitability
4624.T: Double net-net trading at 41¢ on dollar for NCAV+investments+rental real estate, getting 98yr-old profitable paint biz free. ¥8,530/share in assets vs ¥3,515 price. 30+ yrs unbroken profit, ¥500M+ annual revenue. Risk: no catalyst, shrinking auto repair market from ADAS/autonomous driving. Potential MBO exit.
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