Added to YB: 2026-10-08
Pitch date: 2026-10-05
6232.T [bullish]
ACSL Ltd.
-10.88%
current return
Author Info
JII Compounders writes about Japanese compounders, IR, capital allocation, and the gap between how companies explain themselves and how investors actually hear them. Sign up for the newsletter.
Company Info
ACSL Ltd. manufactures industrial drones in Japan and internationally. It offers delivery, inspection, disaster relief, and emerging use-case solutions; and solution services for automation with autonomous technology.
Market Cap
JPY 31.2B
Pitch Price
JPY 1.3K
Price Target
N/A
Dividend
N/A
EV/EBITDA
-18.86
P/E
-16.25
EV/Sales
9.47
Sector
Electronic Equipment, Instruments and Components
Category
growth
Japan Opens Competition for AI to Coordinate Maritime Surveillance Drones - ACSL Ltd.
6232.T: ACSL combines repeat Japanese defense-drone orders and improving aircraft economics with funded mission-AI development as a second source of future business. H1 sales rose 68.9%, gross margin expanded from 8.6% to 33.2%, and the core operating loss narrowed 70% to ¥156m. At ¥1,287, equity value is roughly ¥30.6bn; the immediate test is whether gross-profit growth reduces losses and cash consumption after September’s 4.18m-share issuance.
Read full article (5 min)