2209
IMURAYA GROUP CO., LTD.
井村屋グループ株式会社
Foods
Imuraya Group Co., Ltd. manufactures and sells various food products in Japan and internationally. The company offers confectionary, including bean jellies, and pancakes; processed food, such as bean paste, sweet porridge, shaved ice syrup, and sticky steamed rice; steamed bun with meat fillings and sweetened bean fillings; ice creams; tofu and refrigerated products; frozen sweets; and powdered seasoning products. It also operates an american style restaurant under the Anna Miller's name; and south france provence patisserie under the La maison JOUVAUD name. In addition, the company is involved in managing leasing agency; real-estate leasing; and provision of property management. The company was formerly known as Imuraya Confectionery Co., Ltd. and changed its name to Imuraya Group Co., Ltd. in October 2010. The company was founded in 1896 and is based in Tsu, Japan.
Price
¥2,233
Market Cap
¥28.6B
Ent. Value
¥30.0B
Net Debt
−¥1.4B
Shares Out.
12.8M
P / E
12.0×
EV / EBIT
9.4×
P / Book
1.14×
P / NCAV
N/M
Div. Yield
3.40%
Financials
| Metric |
FY 2025
TDnet |
FY 2024
EDINET ↗ |
FY 2023
EDINET ↗ |
FY 2022
EDINET ↗ |
FY 2021
EDINET ↗ |
|---|---|---|---|---|---|
| Net Sales | ¥53.7B | ¥51.1B | ¥48.2B | ¥44.7B | ¥42.2B |
| Cost of Sales | ¥35.1B | ¥33.3B | ¥31.9B | ¥29.1B | ¥27.3B |
| Gross Profit | ¥18.6B | ¥17.8B | ¥16.3B | ¥15.6B | ¥14.8B |
| SG&A | ¥15.4B | ¥14.8B | ¥13.8B | ¥13.6B | ¥13.1B |
| Operating Income | ¥3.2B | ¥3.0B | ¥2.5B | ¥2.0B | ¥1.7B |
| Non-Operating Income | ¥422M | ¥240M | ¥425M | ¥321M | ¥400M |
| Dividend Income | — | ¥69M | ¥57M | ¥49M | ¥59M |
| Non-Operating Expenses | — | ¥76M | ¥57M | ¥29M | ¥30M |
| Interest Expense | — | ¥56M | ¥51M | ¥22M | ¥26M |
| Ordinary Income | ¥3.5B | ¥3.2B | ¥2.9B | ¥2.3B | ¥2.1B |
| Pre-tax Income | ¥3.5B | ¥3.1B | ¥2.9B | ¥2.5B | ¥2.2B |
| Income Taxes | ¥1.1B | ¥944M | ¥976M | ¥885M | ¥739M |
| Current Tax | — | ¥892M | ¥1.0B | ¥928M | ¥661M |
| Deferred Tax | — | ¥53M | ¥-55M | ¥-43M | ¥78M |
| Net Income (owners) | ¥2.4B | ¥2.2B | ¥1.9B | ¥1.6B | ¥1.5B |
| Minority Interest | — | ¥-17M | ¥-11M | ¥-12M | ¥11M |
| Comprehensive Income | — | ¥2.2B | ¥2.7B | ¥1.6B | ¥1.5B |
| EBITDA | ¥5.3B | ¥5.2B | ¥4.6B | ¥3.7B | ¥3.6B |
| EPS | ¥186.71 | ¥168.31 | ¥147.56 | ¥123.15 | ¥112.59 |
| Shares Outstanding | — | 12.8M | 13.1M | 13.1M | 13.1M |
| Shares Issued (total) | — | 13.1M | 13.1M | 13.1M | 13.1M |
| Treasury Shares | — | 0.3M | 0.0M | 0.0M | 0.0M |
| Metric |
FY 2025
TDnet |
FY 2024
EDINET ↗ |
FY 2023
EDINET ↗ |
FY 2022
EDINET ↗ |
FY 2021
EDINET ↗ |
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|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Total Assets | ¥43.3B | ¥36.7B | ¥38.1B | ¥34.1B | ¥29.4B | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Current Assets | ¥13.7B | ¥13.0B | ¥14.4B | ¥12.7B | ¥10.7B | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Cash & Deposits | ¥1.3B | ¥1.5B | ¥1.3B | ¥1.7B | ¥1.1B | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Trade Receivables | — | ¥6.3B | ¥8.1B | ¥5.5B | ¥5.2B | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Non-Current Assets | ¥29.7B | ¥23.7B | ¥23.7B | ¥21.4B | ¥18.7B | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| PP&E | ¥23.6B | ¥19.3B | ¥19.4B | ¥18.3B | ¥15.8B | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Intangible Assets | — | ¥105M | ¥135M | ¥170M | ¥120M | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Investment Securities | ¥3.6B | ¥2.4B | ¥2.2B | ¥1.5B | ¥1.4B | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Deferred Tax Assets | — | ¥163M | ¥245M | ¥234M | ¥177M | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Total Liabilities | ¥18.3B | ¥14.6B | ¥17.1B | ¥15.4B | ¥12.0B | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Current Liabilities | ¥14.9B | ¥12.0B | ¥14.4B | ¥12.9B | ¥10.4B | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Accounts Payable | — | ¥3.6B | ¥3.1B | ¥2.7B | ¥2.6B | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| ST Debt | ¥2.7B | ¥900M | ¥3.7B | ¥2.7B | ¥1.7B | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Taxes Payable | — | ¥505M | ¥608M | ¥627M | ¥488M | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Non-Current Liabilities | ¥3.4B | ¥2.6B | ¥2.7B | ¥2.5B | ¥1.7B | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Total LT Borrowings | — | — | — | — | ¥100M | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Pension Obligations | — | ¥13M | — | ¥38M | ¥36M | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Deferred Tax Liab. | — | ¥409M | ¥417M | ¥124M | ¥97M | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Total Equity | ¥25.0B | ¥22.1B | ¥21.0B | ¥18.7B | ¥17.4B | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Capital Stock | — | ¥2.6B | ¥2.6B | ¥2.6B | ¥2.6B | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Capital Surplus | — | ¥3.8B | ¥3.8B | ¥3.8B | ¥3.8B | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Retained Earnings | ¥15.1B | ¥13.2B | ¥11.4B | ¥9.8B | ¥8.6B | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Treasury Stock | — | ¥-717M | ¥-5M | ¥-4M | ¥-4M | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| AOCI | — | ¥3.3B | ¥3.2B | ¥2.4B | ¥2.4B | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Equity (owners) | ¥20.8B | ¥18.9B | ¥17.8B | ¥16.2B | ¥15.0B | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Minority Interests | — | ¥2M | ¥21M | ¥31M | ¥45M | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Total Interest-Bearing Debt ⓘ | ¥2.7B | ¥900M | ¥3.7B | ¥2.7B | ¥1.8B | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Net Cash ⓘ | ¥-1.4B | ¥616M | ¥-2.4B | ¥-1.0B | ¥-698M | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| NCAV ⓘ | ¥-4.6B | ¥-1.6B | ¥-2.7B | ¥-2.7B | ¥-1.3B | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| NCAV/Share | — | ¥-124 | ¥-203 | ¥-205 | ¥-99 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| BV/Share | — | ¥1,474 | ¥1,360 | ¥1,240 | ¥1,144 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Metric |
FY 2025
TDnet |
FY 2024
EDINET ↗ |
FY 2023
EDINET ↗ |
FY 2022
EDINET ↗ |
FY 2021
EDINET ↗ |
|---|---|---|---|---|---|
| Operating CF | ¥3.8B | ¥6.1B | ¥2.7B | ¥2.5B | ¥2.9B |
| Interest Paid | — | ¥-54M | ¥-51M | ¥-21M | ¥-25M |
| Interest Received | — | ¥78M | ¥68M | ¥58M | ¥70M |
| D&A | ¥2.1B | ¥2.2B | ¥2.0B | ¥1.7B | ¥1.9B |
| Investing CF | ¥-5.2B | ¥-1.8B | ¥-3.5B | ¥-2.4B | ¥-959M |
| CapEx | ¥5.3B | ¥1.8B | ¥3.6B | ¥2.9B | ¥998M |
| Purchase Investments | — | ¥-5M | ¥-5M | ¥-5M | ¥-4M |
| Proceeds from Invest. | — | — | ¥0M | ¥38M | ¥126M |
| Financing CF | ¥1.1B | ¥-4.1B | ¥457M | ¥398M | ¥-2.0B |
| Dividends Paid | — | ¥-405M | ¥-367M | ¥-339M | ¥-315M |
| Share Buybacks | — | ¥-712M | ¥-1M | ¥-0M | ¥-0M |
| LT Debt Repaid | — | — | ¥-101M | ¥-267M | ¥-399M |
| Free Cash Flow | ¥-1.5B | ¥4.2B | ¥-945M | ¥-404M | ¥1.9B |
| Net Change in Cash | — | ¥190M | ¥-362M | ¥510M | ¥-30M |
| Metric |
FY 2025
TDnet |
FY 2024
EDINET ↗ |
FY 2023
EDINET ↗ |
FY 2022
EDINET ↗ |
FY 2021
EDINET ↗ |
|---|---|---|---|---|---|
| ROE | 10.1% | 10.2% | 9.7% | 9.0% | 8.8% |
| ROA | 6.0% | 5.9% | 5.3% | 5.1% | 5.0% |
| EPS | ¥186.71 | ¥168.31 | ¥147.56 | ¥123.15 | ¥112.59 |
| DPS | ¥0.00 | ¥36.00 | ¥31.00 | ¥28.00 | ¥26.00 |
| BPS | ¥1,956.05 | ¥1,728.61 | ¥1,603.89 | ¥1,425.61 | ¥1,325.83 |
| FCF/Share | — | ¥331 | ¥-72 | ¥-31 | ¥146 |
| NCAV/Share | — | ¥-124 | ¥-203 | ¥-205 | ¥-99 |
| Payout Ratio | 0.0% | 21.4% | 21.0% | 22.7% | 23.1% |
Event Timeline
S Shareholder
A Capital Signal
Large Shareholder Reports 1
Capital Allocation Signals 1
| Date | Type | Amount | Summary | |
|---|---|---|---|---|
|
2026-05-12
15:40
|
Div Increase | ¥486M ¥38.0/sh +6% | Imuraya Group announced a dividend increase for fiscal year ending March 31, 2026, with per-share dividends raised to ¥3… | |
|
Summary
Imuraya Group announced a dividend increase for fiscal year ending March 31, 2026, with per-share dividends raised to ¥38.00 from the prior forecast of ¥36.00 (+5.6% YoY). Total dividend payout is ¥486 million. The dividend will be submitted for approval at the June 2026 Annual General Meeting with an effective date of June 22, 2026.
Deadline: 2026-06-22
YoY: +6%
Source (JP)
１株当たり期末配当金は前回予想から２円増配し、38 円とさせていただくことといたしました。配当金総額 486 百万円
剰余金の配当に関するお知らせ
TDnet PDF
|
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| # | Shareholder | Shares (thou.) | % of Total |
|---|---|---|---|
| 1 |
Japan Master Trust Bank
日本マスタートラスト信託銀行株式会社(信託口)
|
1,295 | 10.11% |
| 2 | 株式会社三十三銀行 | 632 | 4.93% |
| 3 |
The Hyakugo Bank, Ltd.
株式会社百五銀行
|
578 | 4.52% |
| 4 |
MUFG Bank
株式会社三菱ＵＦＪ銀行
|
559 | 4.36% |
| 5 |
Business Partner Stock Ownership Plan
井村屋取引先持株会
|
516 | 4.03% |
| 6 | 株式会社サンライフ | 321 | 2.51% |
| 7 |
Custody Bank of Japan, Ltd. (Trust Account)
株式会社日本カストディ銀行（信託口）
|
269 | 2.10% |
| 8 | 株式会社西村商店 | 239 | 1.86% |
| 9 | 株式会社榎本武平商店 | 214 | 1.67% |
| 10 | 三井住友海上火災保険株式会社 | 186 | 1.45% |
as of 2025-03-31
Source: EDINET ↗
Ownership by year — hover bars for detail
Domestic Nominees
12.2%
-0.2% vs 2024
Trust bank custodians — GPIF, pensions, investment trusts
Foreign Custodians
0.0%
+0.0% vs 2024
Sub-custodians for foreign asset managers
Direct / Strategic
25.3%
-0.5% vs 2024
Named entities with disclosed investment intent
Bar = % of shares outstanding · top-10 covers 37.5% · grey = other shareholders · 2025
| Shareholder | Trend | 2023 | 2024 | 2025 |
|---|---|---|---|---|
| Japan Master Trust Bank 日本マスタートラスト信託銀行 | 9.24% | 9.86% | 10.11% +0.25% | |
| 式会社三十三銀行 | 4.94% | 4.94% | 4.93% -0.01% | |
| The Hyakugo Bank, Ltd. 式会社百五銀行 | 4.42% | 4.42% | 4.52% +0.10% | |
| MUFG Bank 式会社三菱ＵＦＪ銀行 | 4.27% | 4.27% | 4.36% +0.09% | |
| Business Partner Stock Ownership Plan 井村屋取引先持株会 | 4.17% | 4.08% | 4.03% -0.05% | |
| 式会社サンライフ | 2.45% | 2.45% | 2.51% +0.06% | |
| Japan Custody Bank 日本カストディ銀行 | 2.39% | 2.52% | 2.10% -0.42% | |
| 式会社西村商店 | 1.82% | 1.82% | 1.86% +0.04% | |
| 式会社榎本武平商店 | 1.63% | 1.63% | 1.67% +0.04% | |
| 三井住友海上火災保険 NEW ENTRY | — | — | — | 1.45% NEW |
| Resona Bank りそな銀行 last seen 2024 | Exited Top 10 | 2.18% | 2.18% | — |
| Concentration (HHI) ⓘ | 187 | 199 | 201 |
3 fiscal years · top-10 holders per year · >2,500 HHI = high concentration · entity-resolved
Portfolio Book Value
¥2,360M
+68% since 2023
Holdings
47
+1 new
1 exited
Trend
9 building
vs 2023
| Held Company | FY2025 ¥2,360M total | FY2023 ¥1,407M total | |||
|---|---|---|---|---|---|
| Book Val ¥M | Shares | Book Val ¥M | Shares | ||
|
Mitsubishi UFJ Financial Group, Inc.
株式会社三菱ＵＦＪフィナンシャル・グループ
|
581 |
289,000
|
245 | 289,000 | M |
|
The Hyakugo Bank, Ltd.
株式会社百五銀行
|
396 |
539,273
|
200 | 539,273 | M |
| 株式会社三十三フィナンシャル・グループ | 258 |
109,215
|
172 | 109,215 | M |
|
OKASAN SECURITIES GROUP INC.
株式会社岡三証券グループ
|
224 |
338,401
|
159 | 338,401 | M |
|
Riken Vitamin Co., Ltd.
理研ビタミン株式会社
|
212 |
+1.3%
↑
87,672
|
166 | 86,521 | M |
|
Mitsubishi Shokuhin Co., Ltd.
三菱食品株式会社
|
96 |
19,632
|
64 | 19,632 | |
|
Aichi Financial Group Co., Ltd.
あいちフィナンシャルグループ
|
74 |
26,075
|
56 | 26,075 | M |
|
KIKUKAWA ENTERPRISE,INC.
キクカワエンタープライズ株式会社
|
66 |
11,000
|
41 | 11,000 | M |
|
Kanro Inc.
カンロ株式会社
|
63 |
18,700
|
23 | 18,700 | |
|
Sumitomo Mitsui Trust Group, Inc.
三井住友トラストグループ株式会社
|
50 |
NEW
New
13,400
|
— | ||
|
Central Forest Group, Inc.
セントラルフォレストグループ株式会社
|
48 |
+6.1%
↑
15,569
|
27 | 14,670 | |
|
Japan Transcity Corporation
日本トランスシティ株式会社
|
47 |
52,920
|
32 | 52,920 | |
|
Mizuho Financial Group, Inc.
株式会社みずほフィナンシャルグループ
|
24 |
5,992
|
11 | 5,992 | M |
|
Kikusui Chemical Industry Co., Ltd.
菊水化学工業株式会社
|
23 |
60,000
|
23 | 60,000 | M |
|
TAIYOKAGAKU CO.,LTD.
太陽化学株式会社
|
21 |
12,100
|
17 | 12,100 | M |
|
Sumitomo Mitsui Financial Group, Inc.
株式会社三井住友フィナンシャルグループ
|
20 |
+198.9%
↑
5,335
|
10 | 1,785 | |
|
Seven & i Holdings Co., Ltd.
株式会社セブン＆アイ・ホールディングス
|
20 |
+231.0%
↑
9,119
|
16 | 2,755 | |
|
SODA NIKKA CO., LTD.
ソーダニッカ株式会社
|
17 |
16,500
|
13 | 16,500 | M |
|
YUTAKA FOODS CORPORATION
ユタカフーズ株式会社
|
15 |
6,500
|
13 | 6,500 | |
|
Maxvalu Tokai Co., Ltd.
マックスバリュ東海株式会社
|
15 |
4,926
|
13 | 4,926 | |
|
EXEO Group, Inc.
エクシオグループ株式会社
|
14 |
+100.0%
↑
8,558
|
10 | 4,279 | |
|
VALOR HOLDINGS CO.,LTD.
株式会社バローホールディングス
|
8 |
3,168
|
6 | 3,168 | |
|
AEON Co.,Ltd.
イオン株式会社
|
7 |
1,938
|
5 | 1,938 | |
|
TOMOKU CO.,LTD.
株式会社トーモク
|
7 |
2,975
|
5 | 2,975 | M |
|
CHUBU SUISAN CO.,LTD.
中部水産株式会社
|
7 |
2,400
|
6 | 2,400 | M |
|
RETAIL PARTNERS CO., LTD.
株式会社リテールパートナーズ
|
6 |
4,692
|
6 | 4,692 | |
|
LINTEC Corporation
リンテック株式会社
|
5 |
1,728
|
4 | 1,728 | |
|
Eisai Co., Ltd.
エーザイ株式会社
|
4 |
+65.9%
↑
1,025
|
5 | 618 | |
|
Maruichi Sanisho Co., Ltd.
株式会社マルイチ産商
|
4 |
3,465
|
4 | 3,465 | |
|
POPLAR Co., Ltd.
株式会社ポプラ
|
4 |
+20.3%
↑
18,868
|
2 | 15,686 | |
|
KAGOME CO.,LTD.
カゴメ株式会社
|
3 |
1,000
|
3 | 1,000 | |
|
EZAKI GLICO CO.,LTD.
江崎グリコ株式会社
|
3 |
605
|
2 | 605 | |
|
Morinaga&Co.,Ltd.
森永製菓株式会社
|
2 |
+100.0%
↑
970
|
2 | 485 | |
|
United Super Markets Holdings Inc.
ユナイテッド・スーパーマーケット・ホールディングス株式会社
|
2 |
2,861
|
3 | 2,861 | |
|
eco's co.,ltd
株式会社エコス
|
2 |
1,000
|
2 | 1,000 | |
|
Misonoza Co.
株式会社御園座
|
2 |
1,000
|
2 | 1,000 | |
|
Meiji Holdings Co., Ltd.
明治ホールディングス株式会社
|
2 |
484
|
2 | 484 | |
|
MORINAGA MILK INDUSTRY CO.,LTD
森永乳業株式会社
|
1 |
+100.0%
↑
396
|
1 | 198 | |
|
YAMANAKA CO.,LTD.
株式会社ヤマナカ
|
1 |
2,050
|
1 | 2,050 | |
| Ｊ.フロント リテイリング株式会社 | 1 |
550
|
1 | 550 | |
|
NAKAMURAYA CO.,LTD.
株式会社中村屋
|
1 |
274
|
1 | 274 | |
|
ITOCHU-SHOKUHIN Co., Ltd.
伊藤忠食品株式会社
|
1 |
100
|
0 | 100 | |
|
ITO EN,LTD.
株式会社伊藤園
|
1 |
200
|
1 | 200 | |
|
Fujiya Co.,Ltd
株式会社不二家
|
0 |
200
|
0 | 200 | |
|
MINISTOP CO., LTD.
ミニストップ株式会社
|
0 |
133
|
0 | 133 | |
| 株式会社伊藤園第１種優先株式 | 0 |
60
|
0 | 60 | |
|
Sojitz Corporation
双日株式会社
|
0 |
8
|
0 | 8 | |
| 三井住友トラスト・ホールディングス株式会社 | — |
−100%
Exit
—
|
30 | 6,700 | |
| Portfolio total | 2,360 | 1,407 | |||
Book value in ¥M · ↓ reduced · ↑ increased vs prior year · M = mutual holding