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Imuraya Group Co., Ltd.
(2209)
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Rating:65Neutral
Price Target:
¥2,430.00
▼(-5.04% Downside)
Action:Downgraded
Date:05/14/26
The score is primarily supported by improving operating performance and a conservative balance sheet, but it is held back by volatile cash generation and a negative/weak technical setup (below key moving averages with negative MACD). Valuation is reasonable and partially offsets the technical weakness.
Positive Factors
Steady multi-year revenue growth
Consistent top-line growth over multiple years indicates durable consumer demand and effective distribution in the domestic packaged-food market. This expansion supports scale benefits, brand strength, and provides a structural base for incremental investment in products and capacity over the next 2–6 months.
Negative Factors
Volatile cash generation and negative FCF in 2026
Irregular free cash flow reduces financial flexibility and raises execution risk: negative FCF in 2026 implies reliance on financing or drawdowns to fund investments or working capital. This uneven cash conversion can constrain capital allocation, dividends, or rapid response to market opportunities.
Read all positive and negative factors
Positive Factors
Negative Factors
Steady multi-year revenue growth
Consistent top-line growth over multiple years indicates durable consumer demand and effective distribution in the domestic packaged-food market. This expansion supports scale benefits, brand strength, and provides a structural base for incremental investment in products and capacity over the next 2–6 months.
Read all positive factors
Imuraya Group Co., Ltd. (2209) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥30.70B
Dividend Yield1.23%
Average Volume (3M)16.58K
Price to Earnings (P/E)12.6
Beta (1Y)0.35
Revenue Growth5.09%
EPS Growth10.97%
CountryJP
Employees944
SectorConsumer Defensive
Sector Strength42
IndustryFood Confectioners
Share Statistics
EPS (TTM)N/A
Shares Outstanding13,086,200
10 Day Avg. Volume11,250
30 Day Avg. Volume16,583
Financial Highlights & Ratios
PEG Ratio1.18
Price to Book (P/B)1.23
Price to Sales (P/S)0.58
P/FCF Ratio-20.52
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
Imuraya Group Co., Ltd. Business Overview & Revenue Model
Company Description
Imuraya Group Co., Ltd. functions as a food manufacturer and distributor, supplying a wide array of products throughout Japan and globally. Its diverse offerings include various confectionery items like bean jellies, sponge cakes, and pan cakes, a...
How the Company Makes Money
Imuraya Group makes money primarily by selling branded food products through retail and other commercial channels. Revenue is generated from (1) domestic sales of its packaged foods and confectionery products (e.g., Japanese sweets and related pro...
Imuraya Group Co., Ltd. Financial Statement Overview
Summary
Income Statement
74
Positive
Balance Sheet
78
Positive
Cash Flow
52
Neutral
| Breakdown | TTM | Mar 2026 | Mar 2025 | Mar 2024 | Mar 2023 | Mar 2022 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 52.05B | 53.72B | 51.12B | 48.22B | 44.69B | 42.15B |
| Gross Profit | 18.35B | 18.60B | 17.66B | 15.88B | 15.44B | 14.64B |
| EBITDA | 5.56B | 5.34B | 5.25B | 4.58B | 3.69B | 3.57B |
| Net Income | 2.21B | 2.39B | 2.20B | 1.93B | 1.61B | 1.47B |
Balance Sheet | ||||||
| Total Assets | 38.65B | 43.33B | 36.68B | 38.09B | 34.11B | 29.42B |
| Cash, Cash Equivalents and Short-Term Investments | 1.55B | 1.31B | 1.52B | 1.33B | 1.69B | 1.07B |
| Total Debt | 6.70B | 4.33B | 1.95B | 4.89B | 3.99B | 2.07B |
| Total Liabilities | 16.73B | 18.29B | 14.55B | 17.08B | 15.42B | 12.03B |
| Stockholders Equity | 21.92B | 25.03B | 22.12B | 20.99B | 18.65B | 17.35B |
Cash Flow | ||||||
| Free Cash Flow | 0.00 | -1.51B | 4.24B | -944.80M | -404.22M | 1.91B |
| Operating Cash Flow | 0.00 | 3.84B | 6.07B | 2.67B | 2.45B | 2.91B |
| Investing Cash Flow | 0.00 | -5.21B | -1.83B | -3.55B | -2.37B | -958.78M |
| Financing Cash Flow | 0.00 | 1.14B | -4.08B | 457.30M | 398.44M | -2.05B |
Imuraya Group Co., Ltd. Technical Analysis
Neutral
2559.00
Price Trends
2296.08
Positive
2375.11
Negative
2433.81
Negative
Market Momentum
17.97
Negative
63.87
Neutral
81.28
Negative
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:2209, the sentiment is Neutral. The current price of 2559 is above the 20-day moving average (MA) of 2283.80, above the 50-day MA of 2296.08, and above the 200-day MA of 2433.81, indicating a neutral trend. The MACD of 17.97 indicates Negative momentum. The RSI at 63.87 is Neutral, neither overbought nor oversold. The STOCH value of 81.28 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for JP:2209.
Imuraya Group Co., Ltd. Peers Comparison
UnderperformOutperform
Sector (62)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
73 Outperform | ¥71.71B | 12.20 | ― | 1.55% | 6.02% | 5.87% | |
69 Neutral | ¥50.10B | 13.78 | ― | 4.63% | 8.98% | 2.01% | |
65 Neutral | ¥30.70B | 12.56 | ― | 1.23% | 5.09% | 10.97% | |
65 Neutral | ¥215.29B | 12.41 | 13.33% | 3.47% | 3.37% | 5.09% | |
62 Neutral | $20.33B | 14.63 | -3.31% | 3.23% | 1.93% | -12.26% | |
61 Neutral | ¥35.15B | 15.30 | ― | 0.84% | 15.61% | -29.24% | |
49 Neutral | ¥61.14B | 47.88 | ― | 1.14% | 9.13% | -21.27% |
* Consumer Defensive Sector Average
JP:2209
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Imuraya Group Co., Ltd. Corporate Events
Imuraya boosts shareholder benefit value to promote long-term holdings
May 12, 2026
Imuraya Group Co., Ltd. will expand its shareholder benefits program to increase the attractiveness of its stock and encourage long-term shareholding, while giving investors more opportunities to experience its products. The company is raising the...
Imuraya Group Delivers Higher Earnings and Raises Dividend as Assets Expand
May 12, 2026
Imuraya Group reported consolidated net sales of ¥53.7 billion for the fiscal year ended March 31, 2026, a 5.1% increase year on year, with operating profit up 6.5% to ¥3.2 billion and profit attributable to owners of parent rising 8.7% ...
Imuraya Raises Year-End Dividend, Signaling Confidence in FY2026 Results
May 12, 2026
Imuraya Group Co., Ltd. has approved a year-end dividend of ¥38 per share for the fiscal year ended March 31, 2026, with a total payout of ¥486 million sourced from retained earnings. This dividend, set for a June 22, 2026 effective date...
Imuraya Group to Restructure Organization and Shift Key Functions from April 2026
Feb 20, 2026
Imuraya Group Co., Ltd. will implement a wide-ranging organizational restructuring and personnel changes effective April 1, 2026, as it enters the final year of its Medium-Term Management Plan. The company aims to operate more proactively under it...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.