Added to YB: 2026-10-15
Pitch date: 2026-10-13
247A.T [bullish]
Ai Robotics Inc.
-6.89%
current return
Author Info
Numbers not Narrative digs into overlooked small and micro caps where the numbers tell a better story than the market does. Sign up for the newsletter.
Company Info
Ai Robotics Inc. engages in advertising business in Japan. The company offers SELL, an AI system that automates advertising operations, operates video distribution service related to lifestyles for women and distributes advertisements through the service.
Market Cap
JPY 61.9B
Pitch Price
JPY 900.00
Price Target
2.0K (+135%)
Dividend
N/A
EV/EBITDA
28.04
P/E
28.46
EV/Sales
2.60
Sector
Media
Category
growth
Ai Robotics (TSE: 247A): A Japanese Beauty Company With a Plan to Grow Its Value 17x by 2029
247A.T: Ai Robotics is a contract-manufactured beauty marketer whose SELL software, the company says, cut online customer-acquisition cost from ~¥200,000 to below ¥10,000, while sales doubled annually for four years to ¥29.4bn. At 10-14x forward P/E, May 2027 scenarios range from ~¥430 to ¥1,970 per share (top-end guidance, next-year plan still credible), with the ¥1,080 middle case ~20% above today’s price. The bet hinges on ex-BJC growth and cash recovery; ¥31.5bn net debt, a ¥10.55bn bridge loan due December 30 and possible dilution amplify downside.
Read full article (5 min)