Komori
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SHINOBU FOODS PRODUCTS CO.,LTD.

2903FoodMicro cap
1,600JPY+6.3%
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Price history
¥1,600Latest+144.6%
Drag across the chart to measure the move between two points.Delayed 15 minutes · monthly closing basis
Business overview

SHINOBU FOODS PRODUCTS CO.,LTD. is a corporate group primarily engaged in the manufacture, wholesale and sale of food products, including boxed meals, rice balls, prepared sandwiches, sushi, prepared foods and frozen foods. The group comprises the company and 2 subsidiaries, 株式会社エス・エフ・ディー and マイツベーカリー株式会社. As of fiscal year-end, its medium-term management plan covers the fiscal years ending March 2026 through March 2030 and targets consolidated revenue of ¥70.0 billion, a consolidated ordinary profit margin of 5.0% and ROE of 10.0%. Its basic strategy is to create value and markets through the production of quality products, and it is pursuing a medium-term plan focused on sales, cost, sustainability and financial strategies. On 18 May 2026, the company cancelled 500,000 treasury shares. It plans to launch the frozen boxed-meal brand “KOKORO” in the fiscal year ending March 2026. In February 2025, it began selling frozen rice balls in Hong Kong.

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Key numbersShowing 8 of 20
PER
45.7How many years of earnings it would take to buy the stock. The market average is generally considered to be around 15.
PBR
1.26How many times the company's net assets? Around 1x is generally considered a benchmark.
ROE
2.8%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
¥19bnShare price × number of shares. The value of the entire company.
Equity ratio
52.5%The proportion of assets funded by money that does not have to be repaid.
Operating margin
3.6%The percentage of revenue remaining from the company’s core business.
Revenue growth (3 years)
5.4%The average annual growth in sales over the past three years.
What to watch next
Launch of the “KOKORO” frozen boxed-meal brand, scheduled for the fiscal year ending March 2026
Fiscal year ended March 2026Impact MediumLikelihood Medium
The impact of expanded sales in frozen products, including frozen boxed meals, frozen prepared foods, frozen osechi and products for welfare facilities, becomes visible in the results, with both sales growth and margin improvement
Impact HighLikelihood Medium
Progress in business discussions stemming from participation in Supermarket Trade Show 2026, including new product adoptions and additional orders
From February 2026 onward, with a time lag between business discussions and ordersImpact MediumLikelihood Low
Expansion of supply capacity and product offerings through development of a three-temperature-zone production system, including verification through increased orders
Impact MediumLikelihood Low
What to watch next
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Who owns itTop holders total 42.9%
Listed holders 42.9%Everyone else 57.1%
株式会社エム9.11%
Matsumoto Ryuji (松本 隆次)6.37%
Sasaki Shinji (佐々木 真司)6.34%
松本 恵美子4.92%
松本 龍也4.22%
シノブフーズ取引先持株会3.67%
Matsumoto Takashi (松本 崇志)3.38%
Sumitomo Mitsui Trust Bank, Limited1.85%
2 other listed holders3.04%
Who owns it
HolderOwnership (%)
株式会社エム9.11
Matsumoto Ryuji (松本 隆次)6.37
Sasaki Shinji (佐々木 真司)6.34
松本 恵美子4.92
松本 龍也4.22
シノブフーズ取引先持株会3.67
Matsumoto Takashi (松本 崇志)3.38
Sumitomo Mitsui Trust Bank, Limited1.85
2 other listed holders3.04
This company's documents
Timely disclosures
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