Komori
D

DELICA FOODS HOLDINGS CO.,LTD.

3392Trading & WholesaleMicro cap
713JPY-4.8%
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Price history
¥713Latest+20.6%
Drag across the chart to measure the move between two points.Delayed 15 minutes · monthly closing basis
Business overview

The Group comprises the holding company DELICA FOODS HOLDINGS CO.,LTD. and its subsidiaries デリカフーズ株式会社, デリカフーズ長崎株式会社, デザイナーフーズ株式会社, エフエスロジスティックス株式会社, 楽彩株式会社 and 農業法人デリカファーム株式会社. Its core business is the Produce Business, which processes and distributes fresh produce, complemented by logistics, research and development, and analytical services. The Group mainly sells whole vegetables to the foodservice and prepared-food industries and manufactures and sells cut vegetables and meal kits. It also provides logistics services and conducts research, development and analysis, promoting integrated optimization of produce distribution and processing across the Group. Its long-term vision is to establish a position as an integrated vegetable-processing manufacturer, achieve sustainable agriculture, and combine the happiness and prosperity of people and the Company. The Group is implementing initiatives under its Fifth Medium-Term Management Plan, “keep on trying 2027.” These initiatives center on portfolio transformation, structural reform of the supply chain, and increased investment in research and development. As part of its sustainability initiatives, the Group promotes the SDGs and ESG and is establishing a sustainability management framework.

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Key numbersShowing 8 of 20
PER
30.54How many years of earnings it would take to buy the stock. The market average is generally considered to be around 15.
PBR
1.2How many times the company's net assets? Around 1x is generally considered a benchmark.
ROE
3.9%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
¥12bnShare price × number of shares. The value of the entire company.
Equity ratio
35.4%The proportion of assets funded by money that does not have to be repaid.
Operating margin
3.7%The percentage of revenue remaining from the company’s core business.
Revenue growth (3 years)
8.1%The average annual growth in sales over the past three years.
What to watch next
Progress in ramping up the Osaka FS Center, which began operations in April 2024, and confirmation of improvements in utilization and profitability
The next several quarters to the medium term (the ramp-up phase may continue)Impact MediumLikelihood Medium
Expansion of domestically produced frozen vegetables and frozen processed foods, and progress in making overseas expansion more concrete, including disclosure of products, sales channels, and revenue contributions
The period covered by the medium-term plan from 2026 onwardImpact HighLikelihood Low
Progress in implementing structural reforms to the fresh produce supply chain, including replacing imported vegetables with domestically produced products and deploying long-term storage, freshness-preservation, and shelf-life extension technologies
From 2026 onward, depending on the transition from technology development to implementationImpact MediumLikelihood Medium
What to watch next
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Who owns itTop holders total 39.9%
Listed holders 39.9%Everyone else 60.1%
Tatemoto Atsushi (舘本 篤志)12.55%
AIR WATER INC.10.59%
Tatemoto Isamu (舘本 勲武)5.94%
Osaki Yoshiyasu (大崎 善保)2.28%
Custody Bank of Japan, Ltd. (Trust Account).1.97%
UBS AG LONDON A/C/IPB SEGREGATED CLIENT ACCOUNT1.55%
BNP PARIBAS / MUFG 等の信託口(現物含む)1.43%
株式会社オリエンタル1.23%
2 other listed holders2.34%
Who owns it
HolderOwnership (%)
Tatemoto Atsushi (舘本 篤志)12.55
AIR WATER INC.10.59
Tatemoto Isamu (舘本 勲武)5.94
Osaki Yoshiyasu (大崎 善保)2.28
Custody Bank of Japan, Ltd. (Trust Account).1.97
UBS AG LONDON A/C/IPB SEGREGATED CLIENT ACCOUNT1.55
BNP PARIBAS / MUFG 等の信託口(現物含む)1.43
株式会社オリエンタル1.23
2 other listed holders2.34
This company's documents
Timely disclosures
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