Komori
A

AMIYAKI TEI CO.,LTD.

2753RetailMicro cap
1,341JPY-2.8%
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Price history
¥1,341Latest+40.2%
Drag across the chart to measure the move between two points.Delayed 15 minutes · monthly closing basis
Business overview

The business described in this report is a restaurant group operating company-owned locations across four business segments: yakiniku restaurants, yakitori restaurants, other restaurants and other operations. The group primarily operates company-owned locations using a dominant-market strategy in the Chubu, Kanto and Kinki regions, and aims to enhance its competitiveness by strengthening its brands, expanding its product offerings, reducing costs and utilising central kitchens. The central kitchen is located in Yamato, Kanagawa Prefecture, where an integrated processing and manufacturing system has been established for 南関東フードシステム and スエヒロフードシステム. Through the acquisition of クーデションカンパニー株式会社, the group is strengthening its operating base in the Kansai region and expanding its business scope. During the fiscal year, the group implemented measures including new store openings, format conversions, relocations and withdrawals, bringing the total number of stores to 310. Net sales were ¥37,711 million, up 6.7% year on year; operating profit was ¥2,209 million, down 16.3%; ordinary profit was ¥2,344 million, down 14.0%; and profit attributable to owners of the parent was ¥1,270 million, down 26.8%. The breakdown was 162 yakiniku restaurants, 52 yakitori restaurants, 71 other restaurants and 25 other locations.

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Key numbersShowing 8 of 20
PER
85.12How many years of earnings it would take to buy the stock. The market average is generally considered to be around 15.
PBR
1.17How many times the company's net assets? Around 1x is generally considered a benchmark.
ROE
1.4%Earning power. A figure above 10% is generally considered good.
Dividend yield
0.0%The annual dividend as a percentage of the share price.
Market capitalization
¥26bnShare price × number of shares. The value of the entire company.
Equity ratio
76.8%The proportion of assets funded by money that does not have to be repaid.
Operating margin
5.2%The percentage of revenue remaining from the company’s core business.
Revenue growth (3 years)
9.1%The average annual growth in sales over the past three years.
What to watch next
Recovery in the operating margin, at least through a narrowing of the gap from the 15% medium-term target
The next quarterly results through the medium term (indicatively, 6–12 months)Impact HighLikelihood Medium
Progress in integrating クーデションカンパニー: stronger store-opening infrastructure in Kansai and the standardization of ingredients and operations through central-kitchen utilization contributing to profitability
Fiscal 2026, when post-integration operations and improvements begin to emergeImpact HighLikelihood Medium
Penetration of cost-improvement measures, including stronger whole-carcass Wagyu purchases, new cutting technologies, and the effects of low-cost operations
Full-year fiscal 2026, when pricing, volumes, and yields are reflectedImpact MediumLikelihood Medium
The labor-saving effects and faster service from in-store DX initiatives, such as mobile ordering, express lanes, and automated guidance machines, being reflected in the labor-cost ratio and operating efficiency
Fiscal 2026, after the rollout has expanded to more storesImpact MediumLikelihood Medium
Continued portfolio optimization, including changing the format of or exiting unprofitable stores, with evidence of improved profitability by store
Fiscal 2026, as the continued effectiveness of these measures is assessedImpact MediumLikelihood Low
What to watch next
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Who owns itTop holders total 52.1%
Listed holders 52.1%Everyone else 47.9%
チャレンジブイコーポレーション有限会社36.49%
The Master Trust Bank of Japan, Ltd. (Trust Account)6.45%
Sato Keisuke (佐藤 啓介)2.99%
佐藤 きい1.53%
J.P. Morgan Securities Co., Ltd.1.27%
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.1.22%
Custody Bank of Japan, Ltd. (Trust Account).0.94%
BNP Paribas Financial Markets(信託口)0.62%
1 other listed holders0.62%
Who owns it
HolderOwnership (%)
チャレンジブイコーポレーション有限会社36.49
The Master Trust Bank of Japan, Ltd. (Trust Account)6.45
Sato Keisuke (佐藤 啓介)2.99
佐藤 きい1.53
J.P. Morgan Securities Co., Ltd.1.27
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.1.22
Custody Bank of Japan, Ltd. (Trust Account).0.94
BNP Paribas Financial Markets(信託口)0.62
1 other listed holders0.62
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