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Added to YB: 2026-01-13

Pitch date: 2026-01-09

JRSH [bullish]

Jerash Holdings (US), Inc.

+108.33%

current return

Author Info

Engineer and investor. Looking for companies with inflecting earnings and a margin of safety. Sign up for the newsletter.

Company Info

Jerash Holdings (US), Inc., through its subsidiaries, engages in the manufacture and export of customized, ready-made sportswear, and outerwear from knitted fabrics.

Market Cap

$78.1M

Pitch Price

$2.96

Price Target

N/A

Dividend

3.25%

EV/EBITDA

5.57

P/E

16.70

EV/Sales

0.42

Sector

Textiles, Apparel and Luxury Goods

Category

value

Show full summary:
Phenom Capital 2025 Portfolio Update - Part [2/2] - Jerash Holdings (US), Inc.

JRSH (added to position): Jordanian garment manufacturer for VF Corp/New Balance at $39M market cap vs $35M net current assets & $62M tangible book value. Record $146M+ revenue but margins squeezed from shift to high-volume, low-margin products. Mgmt targets 20% gross margins over 5yrs. 6%+ dividend yield, asymmetric risk/reward.

Read full article (1 min)