YAMAE GROUP HOLDINGS CO.,LTD.

7130 ヤマエグループホールディングス株式会社

Wholesale Trade · Prime · TSE: Disclosed

PRICE: ¥2,916 · MKT CAP: ¥80.8B · P/E: 7.3x · P/B: 0.75x · DIV YIELD: 2.4%

PRICE — 5Y

Characteristics & Business Summary

Yamae Group Holdings Co.,Ltd. engages in the wholesale of food products in Japan. The company offers processed and frozen food, confectionery, alcoholic beverages, livestock, marine products, feed, housing equipment, and construction material. It is also...

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

Fiscal Period	FY 2021	FY 2022	FY 2023	FY 2024	FY 2025	Forecast
Net Sales	504	588	713	1,007	1,085	550
Operating Profit	7	12	14	16	18	8
Ordinary Profit	8	12	15	18	19	—
Net Profit	7	8	8	9	11	7
EPS	¥284	¥332	¥305	¥308	¥400	—
DPS	¥40	¥50	¥60	¥70	¥80	—

Balance Sheet & Valuation Highlights

Total Assets ¥454B

Net Assets (Equity) ¥118B

Equity Ratio 23.7%

ROE (Return on Equity) 11.4%

Cash & Equivalents ¥51B

Interest-Bearing Debt ¥110B

Capital Expenditure (CapEx) ¥22B

Depreciation & Amort. ¥9B

Major Shareholders

1. Japan Master Trust Bank 8.6%
2. Employee Stock Ownership Plan 5.0%
3. ヤマエ第一食栄会 4.3%
4. 南英福祉会 3.4%
5. THE BANK OF FUKUOKA, LTD. 3.2%
6. Custody Bank of Japan, Ltd. (Trust Account) 2.8%
7. The Kyoei Fire and Marine Insurance Company,Limited 2.6%
8. ヤマエ第二食栄会 2.4%
9. ヤマエ第三住栄会 2.3%
10. Mizuho Trust & Banking 2.0%

Activist Activity

Yamaedaiichisyokueikai Rijityou Horiguchi Hideki 5.44%

2025-03-31 · correction

Yamaedaiichisyokueikai Rijityou Horiguchi Hideki 4.4%

2025-03-31 · correction

Yamaedaiichisyokueikai Rijityou Horiguchi Hideki 4.4%

2025-03-24 · change

Yamaedaiichisyokueikai Rijityou Horiguchi Hideki 5.44%

2025-03-17 · change

Yamaedaiichisyokueikai Rijityou Horiguchi Hideki 6.61%

2024-02-22 · correction

Historical Per-Share Data & Valuation Ratios

Per Share Metric	FY 2021	FY 2022	FY 2023	FY 2024	FY 2025	Forecast
Revenues per share	¥21,262	¥24,823	¥25,742	¥36,316	¥39,140	—
FCF/Share	¥112	¥111	¥327	¥129	¥76	—
EPS	¥284	¥332	¥305	¥308	¥400	—
DPS	¥40	¥50	¥60	¥70	¥80	—
Capital Spending per share	¥239	¥470	¥537	¥806	¥795	—
Book Value per share	¥2,296	¥2,559	¥2,915	¥2,960	¥3,502	—
Common Shares Outstanding	24M	24M	28M	28M	—	—

Financial Aggregates & Margins

Financial Aggregate	FY 2021	FY 2022	FY 2023	FY 2024	FY 2025	Forecast
Revenues (Net Sales)	¥504B	¥588B	¥713B	¥1,007B	¥1,085B	¥550B
Operating Margin (%)	1.4%	2.0%	2.0%	1.6%	1.7%	1.5%
Net Profit (owners)	¥7B	¥8B	¥8B	¥9B	¥11B	¥7B
Net Profit Margin (%)	1.3%	1.3%	1.2%	0.8%	1.0%	1.3%
Working Capital	¥-28B	¥-46B	¥-88B	¥-101B	¥-88B	—
Total Debt (Interest-bearing)	¥19B	¥43B	¥106B	¥113B	¥110B	—
Net Worth (Common Equity)	¥54B	¥61B	¥81B	¥82B	¥97B	—
Return on Total Assets (ROA)	3.7%	3.5%	2.1%	2.1%	2.4%	—
Return on Common Equity (ROE)	12.4%	13.0%	10.5%	10.4%	11.4%	—

Business Summary & Analysis

Capital Strategy Targets

No active capital policy disclosure records found.