S&B FOODS INC.

Summary

S&B Foods (2805) disclosed comprehensive capital cost and shareholder value improvement initiatives following board review on May 22, 2026. The company targets 7-9% assumed equity cost of capital, aims to maintain/improve PBR above 1.0x through ROE enhancement and strategic growth investments. Key initiatives include powder roux product expansion (¥80-90bn factory investment by 2028), overseas growth strategy targeting 35% revenue contribution by 2033, Thailand facility investment (¥35-40bn, 2027), and strengthened shareholder returns with 35% total payout ratio target by 2029 FY, including stable dividends and ¥50bn stock buyback authorization.

Source (JP)

資本コストや株価を意識した経営の実現に向けた対応について、現状の評価・分析を改めて行うとともに、具体的な取組内容についてアップデート。ROEはCAPMベースによる株主資本コストを上回って推移し、想定株主資本コストは7～9％前後。総還元性向35％を目標とした安定配当と増配による株主還元強化。

Summary

S&B FOODS (Code 2805) announced a dividend increase for the fiscal year ending March 31, 2026, with a per-share dividend of ¥26.00, up ¥2.00 from the prior forecast of ¥24.00. The total dividend amount is ¥628 million. However, on a year-over-year basis compared to the prior fiscal year (FY2025: ¥43.00 per share), this represents a decline of approximately 39.5%, attributable to a 2-for-1 stock split effective April 1, 2025.

Deadline: 2026-06-09

Source (JP)

当期の業績が順調に推移したことなどを勘案し、2026年３月期の期末配当金につきまして、前回予想より１株当たり２円増額し26円とすることといたしました。