Ichibanya Co., Ltd. (7630) AI Stock Analysis

• Market Cap: ¥148.44B
• Dividend Yield: 1.72%
• Average Volume (3M): 490.29K
• Price to Earnings (P/E): 45.7
• Beta (1Y): 0.42
• Revenue Growth: 10.63%
• EPS Growth: 22.33%
• Country: JP
• Employees: 1,175
• Sector: Consumer Cyclical
• Sector Strength: 81
• Industry: Restaurants
• EPS (TTM): 5.78
• Shares Outstanding: 159,630,000
• 10 Day Avg. Volume: 635,900
• 30 Day Avg. Volume: 490,290
• 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: ¥1,032.00
• Price Target Upside: 10.97% Upside
• Rating Consensus: Hold
• Number of Analyst Covering: 0

• Rating: 68 Neutral
• Price Target: ¥1,032.00 ▲(10.97% Upside)

Ichibanya Co., Ltd. scores well on financial performance due to strong revenue growth and profitability. However, the technical analysis suggests mixed signals with potential for a rebound, and the high P/E ratio indicates overvaluation concerns. The absence of earnings call and corporate events data limits further insights.

Ichibanya Co., Ltd. Business Overview & Revenue Model

Company Description

Ichibanya Co., Ltd. (7630) is a leading Japanese restaurant chain known for its signature dish, curry rice. Founded in 1982, the company operates in the food and beverage sector, primarily focusing on the preparation and sale of curry dishes through its numerous franchise locations. Ichibanya has expanded its offerings to include a variety of side dishes and beverages, catering to a diverse customer base both domestically and internationally.

How the Company Makes Money

Ichibanya generates revenue primarily through the operation of its franchise restaurants, where franchisees pay initial franchise fees and ongoing royalties based on sales. The company also earns income from company-owned locations, which contribute directly to its revenue stream. Additionally, Ichibanya has expanded its product line to include ready-to-eat meals and packaged curry products available in retail outlets, further diversifying its revenue sources. Strategic partnerships with suppliers and distributors enhance its operational efficiency and product availability, contributing positively to its earnings.

Ichibanya Co., Ltd. Financial Statement Overview

Summary

Ichibanya Co., Ltd. demonstrates strong financial performance, with robust revenue growth, healthy profit margins, and a stable balance sheet with low leverage. However, the cash flow position, while stable, requires monitoring to ensure continued operational support.

Income Statement

Ichibanya Co., Ltd. has shown a robust revenue growth rate of 10.64% from 2024 to 2025, with a consistent trend over the past years. The gross profit margin is strong at 47.47% for 2025, indicating efficient cost management. The net profit margin has improved to 5.20%, reflecting enhanced profitability. The EBIT and EBITDA margins are healthy at 8.07% and 11.06% respectively, demonstrating operational efficiency. Overall, the income statement shows a positive trajectory with increasing revenue and profitability.

Balance Sheet

The balance sheet of Ichibanya Co., Ltd. is stable with a low debt-to-equity ratio of 0.05, indicating minimal leverage and financial risk. The return on equity is solid at 9.90%, showing effective utilization of shareholder funds. The equity ratio of 68.80% highlights a strong capital structure. However, the cash position has slightly decreased over the years, which may need attention in the future.

Cash Flow

Ichibanya Co., Ltd. has shown a decrease in operating cash flow from 2024 to 2025, but the free cash flow remains positive, indicating good capital management. The free cash flow to net income ratio is 0.91, suggesting strong cash earnings conversion. The operating cash flow to net income ratio is 1.68, indicating efficient cash generation relative to net income. The company needs to maintain its cash flow stability to support ongoing operations and investments.

Breakdown	Mar 2025	Mar 2024	Mar 2023	Mar 2022	Mar 2021
Income Statement
Total Revenue	61.01B	55.14B	48.29B	45.02B	44.25B
Gross Profit	28.96B	25.43B	22.77B	20.95B	20.49B
EBITDA	6.75B	6.14B	5.57B	6.05B	4.14B
Net Income	3.17B	2.69B	2.54B	2.92B	1.74B
Balance Sheet
Total Assets	46.59B	44.03B	42.43B	42.47B	41.37B
Cash, Cash Equivalents and Short-Term Investments	15.48B	15.90B	17.69B	17.59B	15.80B
Total Debt	1.50B	386.08M	743.52M	603.02M	906.85M
Total Liabilities	13.99B	12.65B	11.49B	11.86B	10.85B
Stockholders Equity	32.05B	30.92B	30.57B	30.29B	30.25B
Cash Flow
Free Cash Flow	2.88B	3.88B	2.56B	3.87B	-937.40M
Operating Cash Flow	5.32B	6.09B	3.96B	5.24B	889.47M
Investing Cash Flow	-3.05B	-4.99B	-932.34M	-466.40M	-1.88B
Financing Cash Flow	-2.91B	-3.22B	-2.97B	-3.08B	-2.93B

Ichibanya Co., Ltd. Technical Analysis

• Technical Analysis Sentiment: Negative
• Last Price: 930.00
• 50DMA: Negative
• 100DMA: Negative
• 200DMA: Negative
• MACD: Positive
• RSI: Neutral
• STOCH: Positive

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:7630, the sentiment is Negative. The current price of 930 is below the 20-day moving average (MA) of 977.29, below the 50-day MA of 953.47, and below the 200-day MA of 951.63, indicating a bearish trend. The MACD of -3.82 indicates Positive momentum. The RSI at 32.42 is Neutral, neither overbought nor oversold. The STOCH value of 8.36 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for JP:7630.

Ichibanya Co., Ltd. Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
2695	71 Outperform	¥155.45B	126.36		0.51%	4.82%	-79.12%
8153	70 Outperform	¥123.65B	34.88		0.75%	4.32%	29.02%
7630	68 Neutral	¥148.44B	45.72		1.72%	10.63%	22.33%
7616	63 Neutral	¥201.89B	287.59		0.26%	10.35%	-69.33%
Sector *	61 Neutral	$17.92B	12.81	-2.97%	2.98%	1.30%	-14.28%
9887	59 Neutral	¥125.96B	46.40		0.35%	21.94%	-7.70%
9861	53 Neutral	¥200.92B	52.03		0.64%	9.92%	-26.57%

Ichibanya Co., Ltd. Corporate Events

Ichibanya Completes Treasury Share Disposal for Stock Compensation

Ichibanya Co., Ltd. has completed the payment for the disposal of treasury shares as restricted stock compensation, as resolved by its Board of Directors on May 30, 2025. This move involves disposing of 45,346 shares at 912 yen per share, totaling a value of 41,355,552 yen, and is aimed at compensating three directors and four executive officers.

Ichibanya Co., Ltd. Reports Strong Q1 Financial Results with Positive Outlook

Ichibanya Co., Ltd. reported a 10.5% increase in net sales for the three months ended May 31, 2025, with operating profit rising by 17.2% year-on-year. Despite a decrease in comprehensive income, the company maintains a strong equity-to-asset ratio of 68.2%, indicating a stable financial position. The forecast for the fiscal year ending February 28, 2026, anticipates continued growth in net sales and profits, suggesting positive future performance.

Ichibanya Co., Ltd. Affirms Independence Amid Parent Company Ownership

Ichibanya Co., Ltd. has announced its relationship with its parent company, House Foods Group Inc., which holds a 51% voting rights stake. Despite this ownership, Ichibanya operates independently, with House Foods respecting its management autonomy. The company ensures fair treatment of minority shareholders by applying standard terms to transactions with the parent company and involving independent directors in significant decisions.

Ichibanya Announces Disposal of Treasury Shares for Remuneration Plan

Ichibanya Co., Ltd. has announced a resolution to dispose of 45,346 treasury shares as part of a restricted share-based remuneration plan. This move is aimed at incentivizing directors and executive officers to enhance the company’s corporate value and align their interests with those of shareholders.