2694
Yakiniku Sakai Holdings Inc.
株式会社焼肉坂井ホールディングス
Retail Trade
Yakiniku Sakai Holdings Inc. operates in the food service industry in Japan. The company engages in the restaurant business, operating a variety of dining establishments, including yakiniku restaurants under the brands Nikusho Sakai and Yakinikuya Sakai, sushi restaurants under the Heiroku Sushi brand, izakaya restaurants such as Toriaezu Gohei and Murasara, as well as fast food restaurants including Omuraisutei and Nagasaki Chanmen; and franchise and food processing businesses, as well as business revitalization consulting business. The company was formerly known as G.taste Co.,Ltd. and changed its name to Yakiniku Sakai Holdings Inc. in July 2021. Yakiniku Sakai Holdings Inc. was incorporated in 1959 and is headquartered in Nagoya, Japan.
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Overview
Filings & Signals
Ownership
Financials
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Income Statement
Balance Sheet
Cash Flow
Ratios & Per Share
Metric
FY 2025
TDnet
FY 2024
EDINET ↗
FY 2023
EDINET ↗
FY 2022
EDINET ↗
FY 2021
EDINET ↗
Net Sales
¥24.2B
¥23.5B
¥22.8B
¥23.1B
¥18.3B
Cost of Sales
¥8.1B
¥7.9B
¥7.8B
¥7.7B
¥5.9B
Gross Profit
¥16.1B
¥15.7B
¥15.0B
¥15.4B
¥12.4B
SG&A
¥15.9B
¥15.2B
¥14.5B
¥15.6B
¥14.3B
Operating Income
¥157M
¥469M
¥530M
¥-249M
¥-1.9B
Non-Operating Income
¥201M
¥89M
¥161M
¥802M
¥3.0B
Dividend Income
—
¥1M
¥1M
¥1M
¥0M
Interest Income
—
¥9M
¥6M
¥4M
¥7M
Non-Operating Expenses
—
¥129M
¥85M
¥72M
¥57M
Interest Expense
—
¥62M
¥41M
¥39M
¥34M
Ordinary Income
¥243M
¥429M
¥606M
¥481M
¥999M
Pre-tax Income
¥12M
¥-551M
¥117M
¥707M
¥719M
Income Taxes
¥431M
¥62M
¥-119M
¥429M
¥259M
Current Tax
—
¥159M
¥160M
¥208M
¥253M
Deferred Tax
—
¥-97M
¥-280M
¥221M
¥6M
Net Income (owners)
¥-419M
¥-614M
¥236M
¥278M
¥461M
Minority Interest
—
¥2M
—
—
—
Comprehensive Income
—
¥-612M
¥236M
¥278M
¥461M
EBITDA
¥561M
¥911M
¥994M
¥313M
¥-1.3B
Goodwill Amort. (J-GAAP)
—
¥71M
¥68M
¥109M
¥116M
EPS
¥-1.78
¥-2.61
¥1.00
¥1.18
¥1.96
Shares Outstanding
—
235.5M
235.2M
235.0M
234.8M
Shares Issued (total)
—
239.9M
239.9M
239.9M
239.9M
Treasury Shares
—
4.4M
4.7M
4.9M
5.0M
Metric
FY 2025
TDnet
FY 2024
EDINET ↗
FY 2023
EDINET ↗
FY 2022
EDINET ↗
FY 2021
EDINET ↗
Total Assets
¥17.5B
¥16.6B
¥16.1B
¥15.5B
¥16.3B
Current Assets
¥6.9B
¥6.4B
¥5.9B
¥5.3B
¥4.7B
Cash & Deposits
¥5.2B
¥4.9B
¥3.7B
¥3.4B
¥3.1B
Trade Receivables
—
¥633M
¥602M
¥487M
¥448M
Non-Current Assets
¥10.7B
¥10.2B
¥10.1B
¥10.3B
¥11.5B
PP&E
¥6.9B
¥6.3B
¥6.5B
¥6.8B
¥7.5B
Goodwill
—
¥260M
¥263M
¥460M
¥726M
Intangible Assets
—
¥380M
¥382M
¥580M
¥863M
Investment Securities
¥88M
¥81M
¥77M
¥77M
¥76M
Deferred Tax Assets
—
¥784M
¥662M
¥388M
¥626M
Total Liabilities
¥11.3B
¥9.9B
¥8.6B
¥8.2B
¥9.1B
Current Liabilities
¥4.8B
¥4.4B
¥4.3B
¥4.2B
¥4.7B
ST Debt
¥2.3B
¥1.9B
¥1.8B
¥1.4B
¥1.3B
Taxes Payable
—
¥133M
¥134M
¥123M
¥196M
Non-Current Liabilities
¥6.5B
¥5.5B
¥4.3B
¥4.0B
¥4.3B
Total LT Borrowings
¥5.2B
¥4.2B
¥3.1B
¥2.7B
¥2.9B
Pension Obligations
—
¥9M
¥13M
¥25M
¥44M
Deferred Tax Liab.
—
¥2M
¥0M
¥5M
¥12M
Total Equity
¥6.2B
¥6.8B
¥7.5B
¥7.3B
¥7.2B
Capital Stock
—
¥100M
¥100M
¥100M
¥100M
Capital Surplus
—
¥6.8B
¥6.8B
¥6.8B
¥6.8B
Retained Earnings
¥89M
¥508M
¥1.2B
¥1.1B
¥985M
Treasury Stock
—
¥-624M
¥-662M
¥-690M
¥-720M
AOCI
—
¥1M
¥0M
¥0M
¥0M
Equity (owners)
¥6.2B
¥6.7B
¥7.5B
¥7.3B
¥7.2B
Minority Interests
—
¥2M
—
—
—
Total Interest-Bearing Debt ⓘ
¥7.5B
¥6.1B
¥4.9B
¥4.1B
¥4.2B
Net Cash ⓘ
¥-2.2B
¥-1.1B
¥-1.2B
¥-723M
¥-1.1B
NCAV ⓘ
¥-4.4B
¥-3.4B
¥-2.7B
¥-2.9B
¥-4.3B
NCAV/Share
—
¥-15
¥-11
¥-12
¥-18
BV/Share
—
¥29
¥32
¥31
¥31
Metric
FY 2025
TDnet
FY 2024
EDINET ↗
FY 2023
EDINET ↗
FY 2022
EDINET ↗
FY 2021
EDINET ↗
Operating CF
¥555M
¥825M
¥506M
¥667M
¥1.1B
Interest Paid
—
¥-64M
¥-42M
¥-40M
¥-34M
Interest Received
—
¥6M
¥5M
¥4M
¥8M
D&A
¥404M
¥371M
¥396M
¥453M
¥481M
Goodwill Amort.
—
¥71M
¥68M
¥109M
¥116M
Investing CF
¥-1.6B
¥-556M
¥-709M
¥435M
¥233M
CapEx
¥1.3B
¥435M
¥343M
¥292M
¥329M
Purchase Investments
—
—
¥-400M
—
—
Proceeds from Invest.
—
—
¥400M
—
—
Financing CF
¥1.2B
¥1.0B
¥349M
¥-775M
¥-1.7B
Dividends Paid
—
¥-117M
¥-117M
¥-117M
¥-0M
Share Buybacks
—
¥-0M
¥-0M
¥0M
¥-0M
LT Debt Repaid
—
¥-2.3B
¥-1.3B
¥-1.4B
¥-1.3B
Free Cash Flow
¥-721M
¥391M
¥164M
¥376M
¥811M
Net Change in Cash
—
¥1.3B
¥160M
¥336M
¥-310M
Metric
FY 2025
TDnet
FY 2024
EDINET ↗
FY 2023
EDINET ↗
FY 2022
EDINET ↗
FY 2021
EDINET ↗
ROE
-6.5%
-8.6%
3.2%
3.8%
6.6%
ROA
-2.5%
-3.8%
1.5%
1.7%
2.8%
EPS
¥-1.78
¥-2.61
¥1.00
¥1.18
¥1.96
DPS
¥0.00
¥0.50
¥0.50
¥0.50
¥0.50
BPS
¥26.44
¥28.67
¥31.72
¥31.19
¥30.56
FCF/Share
—
¥2
¥1
¥2
¥3
NCAV/Share
—
¥-15
¥-11
¥-12
¥-18
Payout Ratio
—
—
50.0%
42.4%
25.5%
Event Timeline
S Shareholder
A Capital Signal
▾ Hide Chart
Large Shareholder Reports 8
Date Activist Stake Event Flag Demands Source
2024-02-09
KOBE BUSSAN CO., LTD.
6.02%
correction
Passive
—
2024-02-09
KOBE BUSSAN CO., LTD.
4.98%
-1.04%
change
Passive
—
2023-12-05
KOBE BUSSAN CO., LTD.
6.02%
change
Passive
—
2023-12-05
KOBE BUSSAN CO., LTD.
6.02%
change
Passive
—
2023-10-12
KOBE BUSSAN CO., LTD.
6.02%
correction
Passive
—
2023-09-12
KOBE BUSSAN CO., LTD.
6.02%
-0.84%
change
Passive
—
2023-06-23
KOBE BUSSAN CO., LTD.
6.86%
correction
Passive
—
2023-06-07
KOBE BUSSAN CO., LTD.
6.86%
change
Passive
—
Top 10 Shareholders
Ownership DNA
#
Shareholder
Shares (thou.)
% of Total
1
株式会社ジー・コミュニケーション
118,560
50.35%
2
沼田 昭二
22,618
9.61%
3
焼肉坂井ホールディングス取引先持株会
2,544
1.08%
4
アリアケジャパン株式会社
2,224
0.94%
5
野村證券株式会社
1,122
0.48%
6
株式会社J・ART
804
0.34%
7
江川 春延
600
0.25%
8
モルガン・スタンレーMUFG証券株式会社
596
0.25%
9
BNY Mellon (Nominee)
BNYM SA/NV FOR BNYM FOR BNYM GCMCLIENT ACCTS M ILM FE(常任代理人株式会社三菱UFJ銀行)
479
0.20%
10
岡田 甲子男
400
0.17%
Domestic Nominees
0.0%
-0.3% vs 2024
Trust bank custodians — GPIF, pensions, investment trusts
Foreign Custodians
0.2%
-0.4% vs 2024
Sub-custodians for foreign asset managers
Direct / Strategic
63.5%
-4.4% vs 2024
Named entities with disclosed investment intent
Shareholder
Trend
2023
2024
2025
式会社ジー・コミュニケーション
50.45%
50.41%
50.35%
-0.06%
沼田 昭二
9.63%
9.62%
9.61%
-0.01%
焼肉坂井ホールディングス取引先持株会
1.19%
1.24%
1.08%
-0.16%
アリアケジャパン
0.95%
0.95%
0.94%
-0.01%
野村證券
NEW ENTRY
—
—
—
0.48%
NEW
式会社J・ART
0.34%
0.34%
0.34%
江川 春延
0.26%
0.26%
0.25%
-0.01%
Morgan Stanley
NEW ENTRY
—
—
—
0.25%
NEW
BNY Mellon
0.27%
0.60%
0.20%
-0.40%
岡田 甲子男
NEW ENTRY
—
—
—
0.17%
NEW
式会社神戸物産
last seen 2024
Exited Top 10
7.47%
5.08%
—
日本カストディ銀行
last seen 2024
Exited Top 10
0.26%
0.26%
—
JPモルガン証券
last seen 2023
Exited Top 10
0.36%
—
—
Concentration (HHI)
ⓘ
2697
2663
2630
3 fiscal years · top-10 holders per year · >2,500 HHI = high concentration · entity-resolved