Yamami Co.

2820 株式会社やまみ

Foods · Standard

PRICE: ¥4,670 · MKT CAP: ¥32.5B · P/E: 21.7x · P/B: 3.12x · DIV YIELD: 1.5%

PRICE — 5Y

Characteristics & Business Summary

Yamami Company manufactures and sells tofu in Japan. The company offers firm, silken, filling, grilled, thick fried, fried, deep-fried chopped, and commercial tofu, as well as okara powder. It also provides soybeans and noodles; processed marine foods; and...

Income Statement Highlights (¥ Million, except EPS/DPS in ¥)

Fiscal Period	FY 2021	FY 2022	FY 2023	FY 2024	FY 2025
Net Sales	13,619	13,812	16,179	19,001	21,065
Operating Profit	733	903	1,040	2,079	1,728
Ordinary Profit	746	903	1,061	2,077	1,728
Net Profit	511	607	802	1,476	1,503
EPS	¥73	¥87	¥115	¥212	¥216
DPS	¥24	¥26	¥32	¥66	¥72

Balance Sheet & Valuation Highlights

Total Assets ¥16B

Net Assets (Equity) ¥10B

Equity Ratio 65.3%

ROE (Return on Equity) 14.4%

Cash & Equivalents ¥1B

Interest-Bearing Debt ¥2B

Capital Expenditure (CapEx) ¥3B

Depreciation & Amort. ¥2B

Major Shareholders

1. やまみホールディングス株式会社 34.5%
2. Custody Bank of Japan, Ltd. (Trust Account) 14.0%
3. 山名徹 12.2%
4. CEPLUX-THE INDEPENDENT UCITS PLATFORM 2 5.7%
5. The Master Trust Bank of Japan, Ltd. (Trust Account) 5.2%
6. Nomura Trust and Banking Co., Ltd. 5.1%
7. BNP PARIBAS LUXEMBOURG/2S/JASDEC/FIM/LUXEMBOURG FUNDS/UCITS ASSETS 2.8%
8. 山名清 1.3%
9. CACEIS BANK, LUXEMBOURG BRANCH / UCITS - FULL TAX 1.2%
10. 栢原伸也 0.9%

Activist Activity

Zennor Asset Management LLP 6.46%

2025-12-26 · change

Zennor Asset Management LLP 6.46%

2025-12-26 · correction

Sumitomo Mitsui DS Asset Management Company, Limited 5.19%

2025-12-05 · change

Zennor Asset Management LLP 5.35%

2025-05-01 · initial_5pct

Sumitomo Mitsui DS Asset Management Company, Limited 6.22%

2025-04-22 · change

Historical Per-Share Data & Valuation Ratios

Per Share Metric	FY 2021	FY 2022	FY 2023	FY 2024	FY 2025
Revenues per share	¥1,955	¥1,982	¥2,322	¥2,727	¥3,023
FCF/Share	¥277	¥184	¥153	¥168	¥26
EPS	¥73	¥87	¥115	¥212	¥216
DPS	¥24	¥26	¥32	¥66	¥72
Capital Spending per share	¥95	¥129	¥157	¥241	¥374
Book Value per share	¥1,040	¥1,102	¥1,190	¥1,365	¥1,497
Common Shares Outstanding	7M	7M	7M	7M	7M

Financial Aggregates & Margins

Financial Aggregate	FY 2021	FY 2022	FY 2023	FY 2024	FY 2025
Revenues (Net Sales)	¥14B	¥14B	¥16B	¥19B	¥21B
Operating Margin (%)	5.4%	6.5%	6.4%	10.9%	8.2%
Net Profit (owners)	¥1B	¥1B	¥1B	¥1B	¥2B
Net Profit Margin (%)	3.8%	4.4%	5.0%	7.8%	7.1%
Working Capital	¥-4B	¥-4B	¥-3B	¥-2B	¥-2B
Total Debt (Interest-bearing)	¥4B	¥3B	¥2B	¥2B	¥2B
Net Worth (Common Equity)	¥7B	¥8B	¥8B	¥10B	¥10B
Return on Total Assets (ROA)	3.7%	4.5%	5.8%	9.5%	9.4%
Return on Common Equity (ROE)	7.1%	7.9%	9.7%	15.5%	14.4%

Business Summary & Analysis

Capital Strategy Targets

No active capital policy disclosure records found.