Komori
F

Fundely Co.,Ltd.

3137RetailMicro cap
214JPY-2.3%
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Price history
¥214Latest+3.6%
Drag across the chart to measure the move between two points.Delayed 15 minutes · monthly closing basis
Business overview

Fundely Co.,Ltd. is an integrated healthcare company operating a range of businesses centered on healthy meal delivery. Its core businesses are healthy meal delivery built around the MFD business (Medical Food Delivery), combined with ancillary services such as nutritional counseling; the CID business (Shun o Suguni, “in-season ingredients right away”), which covers frozen meal delivery, in-house manufacturing, e-commerce and retail sales; and the use of its catalog distribution network through the marketing business. The company is expanding its Meal Time-centered healthy meal catalog distribution network as a source of revenue. Its medium- to long-term vision is “to propose healthy and enjoyable eating habits to as many customers as possible and contribute to a prosperous future society.” Its main customer touchpoints are networks of medical institutions, dispensing pharmacies and care facilities nationwide. The number of orders in the fiscal year ending March 2026 was 282 thousand. The healthy meal catalog “Meal Time” has annual circulation of 3.2 million copies, while “Meal Time Pharma” has annual circulation of 500 thousand copies. The catalog distribution network covers 18,482 locations nationwide. Sales to external customers by segment totaled ¥2,624.090 million for the period from 1 April 2025 to 31 March 2026, comprising MFD, CID and Marketing. Segment profit for the same period was ¥307.935 million for MFD, a loss of ¥246.663 million for CID and ¥363.506 million for Marketing, for a total of ¥424.778 million.

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Key numbersShowing 8 of 19
PER
37.02How many years of earnings it would take to buy the stock. The market average is generally considered to be around 15.
PBR
10.34How many times the company's net assets? Around 1x is generally considered a benchmark.
ROE
-9.3%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
¥2.8bnShare price × number of shares. The value of the entire company.
Equity ratio
6.9%The proportion of assets funded by money that does not have to be repaid.
Operating margin
-1.5%The percentage of revenue remaining from the company’s core business.
Revenue growth (3 years)
-3.5%The average annual growth in sales over the past three years.
What to watch next
The extent to which the forecast for substantial revenue and profit growth in the fiscal year ending March 2027, driven by structural reforms and price revisions, is achieved will be tested through earnings disclosures.
Second half of 2026 through the full-year results for the fiscal year ending March 2027Impact HighLikelihood Medium
Specific quarterly figures for improvements in selling, general and administrative expenses, including reductions in Meal Time catalog publication costs, and for profit-margin improvement will be confirmed.
Most recent quarter onward (next earnings release)Impact MediumLikelihood Medium
Progress in expanding and deepening the referral network, including membership, churn and order volumes, will be reported quantitatively.
From the next earnings release onward (continued disclosure of order volumes)Impact MediumLikelihood Medium
Contract renewals and supply stability among external providers, including contract manufacturers, warehouses and delivery companies, will be disclosed, including whether the risk of disruption has materialized.
As contracts come up for renewal (annual or quarterly related disclosures)Impact HighLikelihood Low
The operation of governance following the transition to a company with an Audit & Supervisory Committee will be reviewed, including the status of internal controls and the presence or absence of fraud or deficiencies.
From the most recent results onward (including the content of internal control reports)Impact MediumLikelihood Medium
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Who owns itTop holders total 66.6%
Listed holders 66.6%Everyone else 33.4%
Abe Kosuke (阿部 公祐)59.96%
Abe Fuyo (阿部 ふよう)1.97%
Toshikawa Mio (利川 美緒)1.24%
相田 泰道0.79%
阿部 美子0.66%
宮入 知喜0.55%
宇田 幹夫0.37%
森田 健司0.36%
2 other listed holders0.66%
Who owns it
HolderOwnership (%)
Abe Kosuke (阿部 公祐)59.96
Abe Fuyo (阿部 ふよう)1.97
Toshikawa Mio (利川 美緒)1.24
相田 泰道0.79
阿部 美子0.66
宮入 知喜0.55
宇田 幹夫0.37
森田 健司0.36
2 other listed holders0.66
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