Komori
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Okamura Foods Co.,Ltd.

2938FoodSmall cap
1,214JPY-3.5%
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Price history
¥1,214Latest+180.6%
Drag across the chart to measure the move between two points.Delayed 15 minutes · monthly closing basis
Business overview

Okamura Foods Co.,Ltd. Group is built around four businesses: aquaculture, domestic processing, overseas processing and overseas wholesale. It employs a vertically integrated business model spanning the value chain from upstream to downstream, centered on salmon. The Group aims to expand its geographic reach globally and outperform listed-company averages on metrics including return on equity and operating profit margin. Its principal affiliates include Japan Salmon Farm and multiple overseas locations, and it was listed on the Tokyo Stock Exchange Standard Market on 27 September 2023.

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Key numbersShowing 8 of 20
PER
21.79How many years of earnings it would take to buy the stock. The market average is generally considered to be around 15.
PBR
3.07How many times the company's net assets? Around 1x is generally considered a benchmark.
ROE
14.1%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
¥61bnShare price × number of shares. The value of the entire company.
Equity ratio
32.5%The proportion of assets funded by money that does not have to be repaid.
Operating margin
9.1%The percentage of revenue remaining from the company’s core business.
Revenue growth (3 years)
94.6%The average annual growth in sales over the past three years.
What to watch next
中間養殖場新設(投資1,080百万円)完了・稼働開始(完了予定:2027年6月期)に伴う国内養殖量・出荷増の実現確認
Fiscal year ending June 2027Impact HighLikelihood Medium
委託加工先工場の第三工場取得(2026年3月予定)の実行・立上げ状況の確認
March 2026Impact MediumLikelihood Medium
養殖・加工の品質/規制対応(ASC/MSC維持・HACCP運用・表示管理の運用強化)の継続と、表示関連の行政対応の進展(再発防止の定着)
Autumn 2026–2027Impact HighLikelihood Medium
サーモン相場・魚卵相場の変動局面における、販売価格への転嫁可否と利益率(粗利/販管費/営業利益率)の改善
四半期ごと(当面)Impact HighLikelihood High
ミャンマー加工拠点の稼働安定(地政学リスクの顕在化/緩和)と、海外加工能力・出荷への影響度合い
当面(継続監視)Impact MediumLikelihood Medium
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Who owns itTop holders total 72.2%
Listed holders 72.2%Everyone else 27.8%
OKAMURA CORPORATION35.35%
Okamura Koichi (岡村恒一)18.87%
Steelhead Aps, Denmark4.65%
岡村直子2.98%
Custody Bank of Japan, Ltd. (Trust Account).1.93%
Nomura Trust and Banking Company (Investment Trust Account)1.90%
八木康次1.75%
The Master Trust Bank of Japan (Trust Account)1.60%
2 other listed holders3.14%
Who owns it
HolderOwnership (%)
OKAMURA CORPORATION35.35
Okamura Koichi (岡村恒一)18.87
Steelhead Aps, Denmark4.65
岡村直子2.98
Custody Bank of Japan, Ltd. (Trust Account).1.93
Nomura Trust and Banking Company (Investment Trust Account)1.90
八木康次1.75
The Master Trust Bank of Japan (Trust Account)1.60
2 other listed holders3.14
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