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

• Market Cap: ¥147.17B
• Dividend Yield: 1.74%
• Average Volume (3M): 388.37K
• Price to Earnings (P/E): 45.3
• Beta (1Y): 0.44
• Revenue Growth: 10.63%
• EPS Growth: 22.33%
• Country: JP
• Employees: 1,175
• Sector: Consumer Cyclical
• Sector Strength: 59
• Industry: Restaurants
• EPS (TTM): 5.78
• Shares Outstanding: 159,630,000
• 10 Day Avg. Volume: 616,250
• 30 Day Avg. Volume: 388,370
• PEG Ratio: -4.48
• Price to Book (P/B): 4.88
• Price to Sales (P/S): 0.00
• P/FCF Ratio: 58.18
• 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: N/A
• Price Target Upside: N/A
• Rating Consensus: N/A
• Number of Analyst Covering: 0

• Rating: 63 Neutral
• Price Target: ¥986.00 ▲(6.94%Upside)

Ichibanya Co., Ltd.'s strong financial performance is the most significant factor, with robust revenue growth and a solid balance sheet. However, technical indicators suggest potential bearish momentum, and the stock appears overvalued given its high P/E ratio. The lack of earnings call data and corporate events further emphasizes the need for careful monitoring.

Ichibanya Co., Ltd. Business Overview & Revenue Model

Company Description

Ichibanya Co., Ltd. is a Japanese company known for its popular chain of curry restaurants, operating under the brand name 'Curry House CoCo Ichibanya.' Established in 1978, the company has grown to become a leading player in the restaurant industry, with a significant presence both domestically in Japan and internationally. The company specializes in offering a wide variety of Japanese-style curry dishes, customizable to suit customer preferences in terms of spice level, toppings, and portion sizes.

How the Company Makes Money

Ichibanya Co., Ltd. generates revenue primarily through its network of franchised and company-operated restaurants. The company earns money from direct sales at its own locations and franchise fees, royalties, and supply chain services provided to its franchisees. Key revenue streams include the sale of food and beverages, merchandise, and catering services. Ichibanya also benefits from strategic partnerships and collaborations that help expand its brand presence and market reach. The company's ability to offer a consistent and customizable dining experience is a significant factor contributing to its financial success.

Ichibanya Co., Ltd. Financial Statement Overview

Summary

Ichibanya Co., Ltd. exhibits strong financial performance with robust revenue growth, improving profitability, and a solid balance sheet featuring low leverage. The cash flow position is stable, though it requires careful monitoring to ensure sustained 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	TTM	Mar 2025	Mar 2024	Mar 2023	Mar 2022	Mar 2021
Income Statement
Total Revenue	58.95B	61.01B	55.14B	48.29B	45.02B	44.25B
Gross Profit	29.22B	28.96B	25.43B	22.77B	20.95B	20.49B
EBITDA	5.36B	6.75B	6.14B	5.57B	6.05B	4.14B
Net Income	2.85B	3.17B	2.69B	2.54B	2.92B	1.74B
Balance Sheet
Total Assets	44.51B	46.59B	44.03B	42.43B	42.47B	41.37B
Cash, Cash Equivalents and Short-Term Investments	14.19B	15.48B	15.90B	17.69B	17.59B	15.80B
Total Debt	408.00M	1.50B	386.08M	743.52M	603.02M	906.85M
Total Liabilities	12.90B	13.99B	12.65B	11.49B	11.86B	10.85B
Stockholders Equity	31.11B	32.05B	30.92B	30.57B	30.29B	30.25B
Cash Flow
Free Cash Flow	0.00	2.88B	3.88B	2.56B	3.87B	-937.40M
Operating Cash Flow	0.00	5.32B	6.09B	3.96B	5.24B	889.47M
Investing Cash Flow	0.00	-3.05B	-4.99B	-932.34M	-466.40M	-1.88B
Financing Cash Flow	0.00	-2.91B	-3.22B	-2.97B	-3.08B	-2.93B

Ichibanya Co., Ltd. Technical Analysis

• Technical Analysis Sentiment: Positive
• Last Price: 922.00
• 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:7630, the sentiment is Positive. The current price of 922 is above the 20-day moving average (MA) of 904.30, below the 50-day MA of 927.54, and below the 200-day MA of 973.18, indicating a neutral trend. The MACD of -0.27 indicates Negative momentum. The RSI at 55.66 is Neutral, neither overbought nor oversold. The STOCH value of 57.31 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JP:7630.

Ichibanya Co., Ltd. Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
8153	69 Neutral	¥114.40B	36.34		0.81%	3.36%	22.37%
2695	64 Neutral	¥140.19B	113.95		0.56%	4.82%	-79.12%
7630	63 Neutral	¥147.17B	45.33		1.74%	10.63%	22.33%
Sector *	61 Neutral	AU$2.78B	25.79	5.01%	5.27%	2.63%	-29.95%
7616	58 Neutral	¥200.13B	252.93		0.27%	11.55%	-49.32%
9861	57 Neutral	¥203.70B	53.60		0.63%	9.34%	-32.15%
9887	56 Neutral	¥112.62B	51.54		0.41%	20.85%	-25.02%

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.

Ichibanya Co., Ltd. Reports Strong Financial Growth for FY 2025

Ichibanya Co., Ltd. reported a 10.6% increase in net sales for the fiscal year ending February 28, 2025, with notable growth in profit attributable to owners of the parent, which rose by 18.1%. The company’s financial position remains strong, although there was a slight decrease in the equity-to-asset ratio. The forecast for the next fiscal year anticipates continued growth in net sales and profits, despite a projected decline in some profit margins.

Ichibanya Co., Ltd. Revises Dividend Policy to Support Growth

Ichibanya Co., Ltd. announced a change in its dividend policy to support investment in growth areas while maintaining stable dividends. The new policy sets a minimum annual dividend per share and balances profit distribution with growth investments, aligning with the company’s long-term vision of becoming a ‘food entertainment company.’