Yoshimura Food Holdings KK (2884) AI Stock Analysis

• Market Cap: ¥21.82B
• Dividend Yield: N/A
• Average Volume (3M): 302.19K
• Price to Earnings (P/E): 14.0
• Beta (1Y): 0.82
• Revenue Growth: 10.00%
• EPS Growth: 21.02%
• Country: JP
• Employees: 880
• Sector: Consumer Defensive
• Sector Strength: 59
• Industry: Packaged Foods
• EPS (TTM): 12.00
• Shares Outstanding: 24,083,370
• 10 Day Avg. Volume: 194,620
• 30 Day Avg. Volume: 302,186
• PEG Ratio: N/A
• Price to Book (P/B): 0.00
• Price to Sales (P/S): 0.00
• P/FCF Ratio: 0.00
• Enterprise Value/Market Cap: N/A
• Enterprise Value/Revenue: N/A
• Enterprise Value/Gross Profit: N/A
• Enterprise Value/Ebitda: N/A
• 1Y Price Target: ¥928.00
• Price Target Upside: 2.43% Upside
• Rating Consensus: Hold
• Number of Analyst Covering: 1

• Rating: 63 Neutral
• Price Target: ¥928.00 ▲(2.43% Upside)

Yoshimura Food Holdings KK's strong financial performance underpins its overall stock score. However, bearish technical indicators and the absence of a dividend yield present potential risks. The stock's valuation is reasonable but not compelling enough to offset the current market momentum concerns.

Yoshimura Food Holdings KK Business Overview & Revenue Model

Company Description

Yoshimura Food Holdings KK is a Japan-based holding company primarily engaged in the food processing and distribution sectors. The company operates through its subsidiaries, offering a diverse range of food products, including seafood, processed foods, and functional foods. It serves various markets, including retail, food service, and industrial sectors, providing value-added products and solutions tailored to meet the needs of its customers.

How the Company Makes Money

Yoshimura Food Holdings KK generates revenue through the manufacturing, processing, and distribution of food products. The company operates a portfolio of subsidiaries that specialize in different segments of the food industry, allowing it to diversify its product offerings and cater to a broad customer base. Key revenue streams include sales from its seafood products, processed foods, and functional foods, which are distributed through retail channels, food service providers, and direct sales to industrial clients. The company's earnings are also bolstered by strategic partnerships and collaborations that enhance its market presence and operational efficiency.

Yoshimura Food Holdings KK Financial Statement Overview

Summary

Yoshimura Food Holdings KK exhibits solid financial performance with strong revenue and profit growth, improved margins, and efficient capital management. Despite moderate leverage, the company's robust cash generation and profitability position it well within the packaged foods industry.

Income Statement

The company demonstrated strong revenue growth with a notable increase from 49,781 million yen in 2024 to 58,542 million yen in 2025, representing a 17.5% growth rate. Gross profit margin improved to approximately 22.7%, and net profit margin increased to about 3.2%, indicating enhanced profitability. EBIT and EBITDA margins also strengthened, reflecting effective cost management and operational efficiency.

Balance Sheet

The balance sheet shows a stable financial position with a debt-to-equity ratio of approximately 2.6, indicating moderate leverage. The equity ratio stands at around 19.7%, providing a solid capital structure. Return on equity improved significantly to 16.9%, highlighting effective use of shareholders' capital.

Cash Flow

The cash flow statement illustrates robust cash generation, with operating cash flow to net income ratio at 3.6, suggesting strong cash conversion. The free cash flow grew by 11.8% from the previous year, and the free cash flow to net income ratio is approximately 3.0, underscoring the company's ability to generate cash beyond its earnings.

Breakdown	Mar 2025	Mar 2024	Mar 2023	Mar 2022	Mar 2021
Income Statement
Total Revenue	58.54B	49.78B	34.94B	29.28B	29.29B
Gross Profit	13.30B	10.29B	6.96B	6.34B	6.21B
EBITDA	7.50B	4.07B	2.42B	1.76B	1.66B
Net Income	1.86B	1.03B	613.43M	500.10M	323.61M
Balance Sheet
Total Assets	56.07B	52.19B	31.86B	23.74B	23.64B
Cash, Cash Equivalents and Short-Term Investments	13.17B	10.23B	5.00B	3.29B	4.94B
Total Debt	28.91B	31.61B	14.89B	10.56B	11.08B
Total Liabilities	39.53B	39.68B	22.01B	15.43B	15.83B
Stockholders Equity	11.04B	8.70B	7.48B	6.31B	4.58B
Cash Flow
Free Cash Flow	5.64B	5.05B	-431.06M	809.08M	1.91B
Operating Cash Flow	6.63B	5.76B	79.60M	1.32B	2.09B
Investing Cash Flow	-845.97M	-4.53B	-2.02B	-1.17B	-387.68M
Financing Cash Flow	-2.98B	2.32B	3.49B	-1.94B	359.27M

Yoshimura Food Holdings KK Technical Analysis

• Technical Analysis Sentiment: Negative
• Last Price: 906.00
• 50DMA: Negative
• 100DMA: Negative
• 200DMA: Negative
• MACD: Negative
• RSI: Neutral
• STOCH: Neutral

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:2884, the sentiment is Negative. The current price of 906 is above the 20-day moving average (MA) of 873.50, below the 50-day MA of 965.16, and below the 200-day MA of 1079.83, indicating a neutral trend. The MACD of -14.62 indicates Negative momentum. The RSI at 47.04 is Neutral, neither overbought nor oversold. The STOCH value of 70.40 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for JP:2884.

Yoshimura Food Holdings KK Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
2804	71 Outperform	¥28.33B	11.64		1.66%	1.31%	10549.54%
2932	70 Outperform	¥24.82B	11.40		3.48%	10.81%	15.42%
2933	70 Neutral	¥25.71B	10.69		1.75%	4.32%	-27.62%
2819	66 Neutral	¥23.99B	24.58		1.74%	3.96%	-42.78%
Sector *	66 Neutral	£7.76B	8.46	7.55%	3.55%	2.08%	24.83%
2884	63 Neutral	¥21.82B	13.98		―	10.00%	21.02%
2830	57 Neutral	¥30.77B	78.10		0.54%	-2.29%	66.73%

Yoshimura Food Holdings KK Corporate Events

Yoshimura Food Holdings Reports Q1 Financial Results with Decline in Profits

Yoshimura Food Holdings K.K. reported a slight decline in net sales for the three months ended May 31, 2025, with significant drops in operating and ordinary profits compared to the previous year. Despite the challenging quarter, the company maintains its full-year forecast, indicating potential recovery and stability in its financial performance. The announcement highlights the company’s resilience amid market fluctuations and its commitment to achieving its financial goals.

Yoshimura Food Holdings Expands Asian Market Presence with Strategic Acquisition

Yoshimura Food Holdings K.K. announced that its subsidiary, YOSHIMURA FOOD HOLDINGS ASIA PTE. LTD., will acquire a 70% stake in EXAMAS JAYA SDN. BHD. and EQUIPMAX PTE. LTD., companies engaged in the import, sales, and maintenance of commercial kitchen equipment in Malaysia and Singapore. This strategic acquisition aims to strengthen Yoshimura’s market presence in Asia by leveraging the target companies’ established networks and exclusive distribution rights, enhancing operational synergies with its existing subsidiary, NKR CONTINENTAL PTE. LTD., and supporting continued growth in the region’s expanding foodservice industry.