Komori
M

MATSUDA SANGYO Co.,Ltd.

7456Trading & WholesaleMid cap
6,000JPY-12.3%
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Price history
¥6,000Latest+122.1%
Drag across the chart to measure the move between two points.Delayed 15 minutes · monthly closing basis
Business overview

The Company’s principal businesses are its precious-metals-related business, centered on the recovery and refining of precious metals and the sale of bullion and electronic materials, and its food-related business, centered on the sale of food-processing ingredients and logistics services. The Group consists of 22 subsidiaries and 1 affiliate. It aims to grow through the two pillars of its precious-metals-related and food-related businesses. Under its medium-term plan, it targets consolidated operating profit of ¥28.0 billion, ROE above 11% and ROA above 10% for fiscal 2028, while strengthening its comprehensive resource-recycling capabilities and global procurement network. It plans to invest ¥18.0 billion over 3 years and is considering stable dividends targeting DOE of at least 2.5% together with flexible share buybacks.

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Key numbersShowing 8 of 20
PER
9.64How many years of earnings it would take to buy the stock. The market average is generally considered to be around 15.
PBR
1.36How 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
¥161bnShare price × number of shares. The value of the entire company.
Equity ratio
59.0%The proportion of assets funded by money that does not have to be repaid.
Operating margin
3.3%The percentage of revenue remaining from the company’s core business.
Revenue growth (3 years)
98.0%The average annual growth in sales over the past three years.
What to watch next
Earnings contribution following the February 2025 acquisitions of shares in 山陽レック and フラップリソース, including integration benefits and conversion into projects
From fiscal 2026 onward, depending on integration progress and the reflection of results in subsequent earnings releasesImpact MediumLikelihood Medium
Progress on additional production start-ups and capacity expansion linked to the approximately ¥18 billion in cumulative three-year growth investment under Medium-Term Management Plan 2028, and its conversion into higher margins
FY2026-FY2028Impact HighLikelihood Medium
Whether improved inventory turnover and more efficient working capital become established sources of cost control. This was mentioned in 2024, so continued progress needs to be confirmed.
The next quarter to the following fiscal year, based on continuing disclosures and confirmation of resultsImpact MediumLikelihood Medium
The effectiveness of hedging against fluctuations in precious metals prices and foreign exchange rates, and the extent to which raw material market conditions are passed through to earnings
Impact HighLikelihood High
What to watch next
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Who owns itTop holders total 52.0%
Listed holders 52.0%Everyone else 48.0%
松田物産株式会社13.39%
Matsuda Yoshiaki (松田芳明)11.34%
The Master Trust Bank of Japan, Ltd. (Trust Account)8.14%
明治安田生命保険相互会社3.59%
Custody Bank of Japan, Ltd. (Trust Account).3.18%
松田和子2.99%
対馬純子2.99%
Sumitomo Life Insurance Company2.57%
2 other listed holders3.82%
Who owns it
HolderOwnership (%)
松田物産株式会社13.39
Matsuda Yoshiaki (松田芳明)11.34
The Master Trust Bank of Japan, Ltd. (Trust Account)8.14
明治安田生命保険相互会社3.59
Custody Bank of Japan, Ltd. (Trust Account).3.18
松田和子2.99
対馬純子2.99
Sumitomo Life Insurance Company2.57
2 other listed holders3.82
This company's documents