WARABEYA NICHIYO HOLDINGS CO.,LTD. (2918)

Price history

¥2,638Latest+43.2%

Drag across the chart to measure the move between two points.Delayed 15 minutes · monthly closing basis

Business overview

WARABEYA NICHIYO HOLDINGS CO.,LTD. operates primarily in the food-related, food ingredients-related and logistics-related businesses. The document states that, during the interim consolidated accounting period beginning 1 March 2026, certain domestic food-related operations were transferred through a company split, with the Hokkaido operations transferred to わらべや北海道株式会社, the Chubu region operations to わらべや中部株式会社, and the Kansai and Shikoku region operations to わらべや関西株式会社.

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Key numbersShowing 8 of 20

PER

48.23How many years of earnings it would take to buy the stock. The market average is generally considered to be around 15.

PBR

0.74How many times the company's net assets? Around 1x is generally considered a benchmark.

ROE

1.5%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

¥46bnShare price × number of shares. The value of the entire company.

Equity ratio

45.0%The proportion of assets funded by money that does not have to be repaid.

Operating margin

2.8%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

次期（2027年2月期）の業績見通し再評価（下方修正の背景の精査：コスト吸収力、規格見直しの効果、需要の下振れ有無）

直近四半期の決算発表〜通期修正のタイミングImpact HighLikelihood High

米国オハイオ州の新設工場稼働中止の影響（損益/減損可能性、代替の供給計画、投資回収の道筋）

第2四半期以降〜次回決算説明での織り込みImpact HighLikelihood Medium

国内の大型投資の進捗（伊勢崎工場：2025年3月稼働予定、物流拠点：袖ヶ浦共配センター移転・冷凍倉庫：着手2025年4月/完了2027年2月）と、利益率への寄与開始

2025年3月（伊勢崎稼働）以降、段階的Impact MediumLikelihood Medium

省力化・DX/原価管理の成果（生産性指標、歩留まり、物流コストの改善）

2026年度下期〜2027年にかけて検証可能Impact MediumLikelihood Medium

What to watch next

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