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Imuraya Group Co., Ltd.
(2209)
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Rating:66Neutral
Price Target:
¥2,567.00
▲(0.31% Upside)
Action:Reiterated
Date:08/17/26
The score is primarily driven by solid fundamentals (growth, improving margins, and low leverage), but it is meaningfully tempered by volatile cash generation and negative free cash flow in 2026. Technicals are neutral with slightly negative momentum signals, while valuation is supportive due to a modest P/E and a moderate dividend yield.
Positive Factors
Steady revenue growth and improving profitability
Multi-year revenue expansion alongside improved net margins indicates stronger commercial execution and earnings quality. Continued progress supports the company’s ability to grow its branded food portfolio, although profitability remains sensitive to input and distribution costs.
Negative Factors
Volatile cash conversion and negative free cash flow
Uneven free cash flow reduces financial flexibility and makes internally funded growth less predictable. The 2026 deficit suggests investment or working-capital demands can absorb operating cash, raising execution risk despite improving reported earnings.
Read all positive and negative factors
Positive Factors
Negative Factors
Steady revenue growth and improving profitability
Multi-year revenue expansion alongside improved net margins indicates stronger commercial execution and earnings quality. Continued progress supports the company’s ability to grow its branded food portfolio, although profitability remains sensitive to input and distribution costs.
Read all positive factors
Imuraya Group Co., Ltd. (2209) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥31.56B
Dividend Yield1.57%
Average Volume (3M)16.58K
Price to Earnings (P/E)12.7
Beta (1Y)0.33
Revenue Growth4.60%
EPS Growth12.15%
CountryJP
Employees964
SectorConsumer Defensive
Sector Strength42
IndustryFood Confectioners
Share Statistics
EPS (TTM)186.72
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 manufacturing and selling branded food products. Revenue is generated from (1) sales of packaged confectionery and dessert items (notably azuki/red-bean–based products such as anko and other related sweets) t...
Imuraya Group Co., Ltd. Financial Statement Overview
Summary
Income Statement
74
Positive
Balance Sheet
78
Positive
Cash Flow
52
Neutral
| Breakdown | Mar 2026 | Mar 2025 | Mar 2024 | Mar 2023 | Mar 2022 |
|---|---|---|---|---|---|
Income Statement | |||||
| Total Revenue | 53.72B | 51.12B | 48.22B | 44.69B | 42.15B |
| Gross Profit | 18.60B | 17.66B | 15.88B | 15.44B | 14.64B |
| EBITDA | 5.34B | 5.25B | 4.58B | 3.69B | 3.57B |
| Net Income | 2.39B | 2.20B | 1.93B | 1.61B | 1.47B |
Balance Sheet | |||||
| Total Assets | 43.33B | 36.68B | 38.09B | 34.11B | 29.42B |
| Cash, Cash Equivalents and Short-Term Investments | 1.31B | 1.52B | 1.33B | 1.69B | 1.07B |
| Total Debt | 4.33B | 1.95B | 4.89B | 3.99B | 2.07B |
| Total Liabilities | 18.29B | 14.55B | 17.08B | 15.42B | 12.03B |
| Stockholders Equity | 25.03B | 22.12B | 20.99B | 18.65B | 17.35B |
Cash Flow | |||||
| Free Cash Flow | -1.51B | 4.24B | -944.80M | -404.22M | 1.91B |
| Operating Cash Flow | 3.84B | 6.07B | 2.67B | 2.45B | 2.91B |
| Investing Cash Flow | -5.21B | -1.83B | -3.55B | -2.37B | -958.78M |
| Financing Cash Flow | 1.14B | -4.08B | 457.30M | 398.44M | -2.05B |
Imuraya Group Co., Ltd. Technical Analysis
Positive
2559.00
Price Trends
2378.66
Positive
2345.51
Positive
2407.71
Positive
Market Momentum
9.74
Negative
58.44
Neutral
69.32
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:2209, the sentiment is Positive. The current price of 2559 is above the 20-day moving average (MA) of 2374.10, above the 50-day MA of 2378.66, and above the 200-day MA of 2407.71, indicating a bullish trend. The MACD of 9.74 indicates Negative momentum. The RSI at 58.44 is Neutral, neither overbought nor oversold. The STOCH value of 69.32 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive 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 |
|---|---|---|---|---|---|---|---|
79 Outperform | ¥73.27B | 11.72 | ― | 1.55% | 5.66% | 24.88% | |
70 Outperform | ¥49.19B | 14.95 | ― | 4.63% | 7.77% | -9.18% | |
66 Neutral | ¥31.56B | 12.69 | ― | 1.23% | 4.60% | 12.15% | |
66 Neutral | ¥211.88B | 12.45 | 13.39% | 2.40% | 3.34% | -0.81% | |
64 Neutral | ¥35.38B | 17.66 | ― | 0.84% | 11.99% | -37.07% | |
62 Neutral | $20.33B | 14.63 | -3.31% | 3.23% | 1.93% | -12.26% | |
49 Neutral | ¥64.75B | 57.60 | ― | 1.14% | 7.75% | -32.47% |
* Consumer Defensive Sector Average
JP:2209
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Imuraya Group Co., Ltd. Corporate Events
Imuraya Group Posts Higher Q1 Sales but Lower Operating Profit, Keeps 2027 Outlook and Dividend Unchanged
Aug 7, 2026
Imuraya Group reported consolidated net sales of ¥11.57 billion for the three months ended June 30, 2026, up 6.6% year on year, while operating profit fell 25.4% to ¥257 million but ordinary profit rose 7.1% and profit attributable to ow...
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.