EBARA (EBCOY)

Sunday

7:12 PM

Thesis: Ebara's strong order backlog and recent contract wins signal robust demand in key markets, particularly in Asia, enhancing growth prospects.

Revenue Outlook

Metric	FY2025	FY2026E	FY2027E
Revenue	$1.00T	$1.06T	$1.16T
Rev. Growth	+15.9%	+5.4%	+9.9%
EPS	$87.84	$113.51	$128.40
EPS Growth	+13.8%	+29.2%	+13.1%
P/E (fwd)	0.2×	0.2×	0.1×

★ Analysts see FY2027 revenue reaching $1.16T — +9.9% growth in a single year.

What’s Driving the Stock

1Ebara's recent contract win for a $500M water treatment project in China could significantly boost revenue in the coming quarters.
2The company's investment in R&D has led to a 25% increase in pump efficiency, enhancing competitive positioning in the semiconductor sector.
3A potential partnership with a leading semiconductor manufacturer could open new revenue streams, targeting a market worth $1B.
4Sustainability in water management
5Technological advancements in semiconductor manufacturing
6Demand for water treatment solutions in Asia, particularly in China and Japan
7Trends in semiconductor manufacturing that drive demand for precision pumps
8Government infrastructure spending in Japan and Southeast Asia

FY2025 Snapshot

Revenue: $1.00T
Rev. Growth: +15.9%
Gross Margin: 32.6%
Op. Margin: 11.9%
Net Margin: 8.0%
Net Income: $80.3B
NI Growth: +12.5%
EPS: $87.84
1Y Return: +91.3%

My Notes

"Our strategic investments are positioning us to capitalize on the growing demand for advanced water treatment solutions."
Moat: Ebara's competitive advantage is bolstered by its technological expertise and established relationships with key industrial players.
growth - Ebara's strong revenue growth and market position in industrial machinery appeal to growth-oriented investors.
Moderate - Rising interest rates can increase financing costs for capital projects, potentially dampening demand for Ebara's products.
Watch on earnings: Industrial Production Index (INDPRO), Brent crude spot price (DCOILBRENTEU), Consumer Sentiment (UMCSENT).

One Sentence Summary:

The bull case is simple: analysts see revenue climbing from $1.06T to $1.16T as ebara's recent contract win for a $500m water treatment project in china could significantly boost revenue in the coming.

Auto-composed from Stock Alarm intelligence, financial statements, and analyst estimates. Not investment advice.

Writing up the research note…

First read for a new ticker takes about 20–30 seconds while we build the analysis from the latest fundamentals, estimates, and intelligence. It's saved after this, so future visits are instant.