YAGI & CO.,LTD.

7460 株式会社ヤギ

Wholesale Trade · Standard · TSE: Disclosed

PRICE: ¥4,790 · MKT CAP: ¥41.0B · P/E: 10.8x · P/B: 0.83x · DIV YIELD: 1.9%

PRICE — 5Y

Characteristics & Business Summary

Yagi & Co.,Ltd., together its subsidiaries, operates as a fiber trading company in Japan. It operates through Material Business, Lifestyle Business, Apparel Business, and Brand Retail segments. The company offers cotton/synthetic yarn and other fiber raw...

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

Fiscal Period	FY 2020	FY 2021	FY 2022	FY 2023	FY 2024	FY 2025	Forecast
Net Sales	114,240	77,524	86,422	82,847	83,376	85,934	88,000
Operating Profit	2,041	1,126	1,944	3,181	3,572	4,228	4,400
Ordinary Profit	2,317	1,357	1,953	3,205	3,766	4,824	—
Net Profit	1,526	367	1,014	2,075	2,625	3,670	3,700
EPS	¥184	¥44	¥122	¥243	¥307	¥429	—
DPS	¥48	¥40	¥48	¥63	¥90	¥50	—

Balance Sheet & Valuation Highlights

Total Assets ¥83B

Net Assets (Equity) ¥47B

Equity Ratio 56.6%

ROE (Return on Equity) 9.2%

Cash & Equivalents ¥10B

Interest-Bearing Debt ¥13B

Capital Expenditure (CapEx) ¥1B

Depreciation & Amort. ¥1B

Major Shareholders

1. ヤギ共栄会 11.0%
2. 清原達郎 7.8%
3. Mizuho Bank 4.8%
4. Sumitomo Mitsui Banking Corporation 4.4%
5. 立花証券株式会社 3.6%
6. MUFG Bank 3.6%
7. 八木隆夫 3.5%
8. Japan Custody Bank 3.0%
9. Dai-ichi Life Insurance 2.9%
10. Employee Stock Ownership Plan 2.7%

Activist Activity

Hibiki Path Advisors SPC 5.01%

2026-06-09 · initial_5pct

Tatsuro Kiyohara 3.79%

2025-09-29 · change

Tatsuro Kiyohara 3.79%

2025-09-29 · correction

Sumitomo Mitsui DS Asset Management Company, Limited 5.06%

2024-03-25 · initial_5pct

Tower Investment Management Co., Ltd. 0.0%

2023-11-01 · exit

Historical Per-Share Data & Valuation Ratios

Per Share Metric	FY 2020	FY 2021	FY 2022	FY 2023	FY 2024	FY 2025	Forecast
Revenues per share	¥13,761	¥9,311	¥10,418	¥9,718	¥9,743	¥10,042	—
FCF/Share	¥-162	¥342	¥93	¥174	¥454	¥404	—
EPS	¥184	¥44	¥122	¥243	¥307	¥429	—
DPS	¥48	¥40	¥48	¥63	¥90	¥50	—
Capital Spending per share	¥56	¥21	¥38	¥75	¥79	¥175	—
Book Value per share	¥4,158	¥4,045	¥4,174	¥4,251	¥4,490	¥4,676	—
Common Shares Outstanding	8M	8M	8M	9M	9M	—	—

Financial Aggregates & Margins

Financial Aggregate	FY 2020	FY 2021	FY 2022	FY 2023	FY 2024	FY 2025	Forecast
Revenues (Net Sales)	¥114B	¥78B	¥86B	¥83B	¥83B	¥86B	¥88B
Operating Margin (%)	1.8%	1.5%	2.2%	3.8%	4.3%	4.9%	5.0%
Net Profit (owners)	¥2B	¥0B	¥1B	¥2B	¥3B	¥4B	¥4B
Net Profit Margin (%)	1.3%	0.5%	1.2%	2.5%	3.1%	4.3%	4.2%
Working Capital	¥19B	¥20B	¥20B	¥22B	¥20B	¥17B	—
Total Debt (Interest-bearing)	¥11B	¥9B	¥14B	¥12B	¥13B	¥13B	—
Net Worth (Common Equity)	¥35B	¥34B	¥35B	¥36B	¥38B	¥40B	—
Return on Total Assets (ROA)	2.2%	0.6%	1.4%	2.8%	3.3%	4.4%	—
Return on Common Equity (ROE)	4.4%	1.1%	2.9%	5.7%	6.8%	9.2%	—

Business Summary & Analysis

Capital Strategy Targets

No active capital policy disclosure records found.