NIKKATO shares jump as AI data center growth spurs MLCC demand

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Thu Apr 16, 2026 10:22 am JST Catalyst

Nikkato Corp <5367> moved sharply higher on increased trading volume, surging as much as 98 yen to 818 yen in early trading. As the global construction rush for AI data centers accelerates, companies involved in data center infrastructure have been attracting notable investment flows. In particular, shares of capacitor manufacturers such as Murata Manufacturing Co Ltd <6981> have recently risen sharply on surging demand for multilayer ceramic capacitors (MLCCs) used in AI servers.

In this context, Nikkato is well-positioned to benefit from the MLCC boom, as electronic components account for 60% of its ceramic products. The company's major customers include Murata Manufacturing and Taiyo Yuden Co Ltd <6976>, reinforcing its presence as a key AI data center-related stock. While the company projects operating profit of 966 million yen for the fiscal year ended March 2026, up 52% from the previous year, market participants see a strong possibility of further upside. Additionally, with a price-to-book ratio of just 0.6 times, significant room for valuation adjustment is being noted.

Source: MINKABU PRESS

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