Cyberdyne
7779.TLOWScore: 9Humanoid / Wearable Robots · Weight: 2%· Data as of 2026-04-16
¥292-1.02%
6-month dailyInvestment Thesis
Only listed Japanese humanoid/wearable robot pure-play. HAL exoskeleton for medical rehab and industrial labor assist. Cleaning + transport robots. Cash ¥9.2B > enterprise value. Near-zero debt (D/E 0.01). Potential acquisition target. 38.65% insider ownership.
Risk
1) GPT confirms: LOW conviction appropriate. 2) Latest 9M FY2026 revenue DOWN YoY, still loss-making at operating level. 3) HAL medical device certification real (Japan + EU), but financial model doesn't validate buy case. Speculative only.
Monitoring Trigger
Revenue >¥5B. Named SoftBank partnership → ADD. Operating profit positive → UPGRADE. Losses >2 years → EXIT.
Key Dates
2026-05-14earningsEarnings announcement
2026-06-30rebalanceSemiannual portfolio rebalance
Key Metrics
N/A
PE
125.47
Fwd PE
1.58
P/B
-0.13%
ROE
-11.95%
Op Margin
1%
D/E
0%
Div Yield
-¥222M
FCF
¥62.9B
Mkt Cap
Business Segments
| Segment | Revenue | Share | Description |
|---|---|---|---|
| HAL (Medical) | ¥2B | 49% | Wearable exoskeleton for rehabilitation — EU/Japan medical certified |
| HAL (Non-Medical) | ¥1B | 24% | Industrial labor assist (HAL Lumbar) for construction/logistics |
| Other Robots | ¥1.1B | 27% | Cleaning robots, transport robots, Acoustic X |
Supply Chain Evidence
| Evidence | Customer | Product | Detail |
|---|---|---|---|
| confirmed | Hospitals (Japan, EU) | HAL medical exoskeleton | Medical device certified in Japan and EU |
| confirmed | Logistics facilities | Cleaning/transport robots | Deployed in airports, offices |
| confirmed | Construction firms | HAL Lumbar for worker assist | Addresses aging construction workforce |