Imuraya Group Co., Ltd. (2209) AI Stock Analysis

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Imuraya Group Co., Ltd.

(TSE/TYO:2209)

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Rating:74Outperform

Price Target:JPY 2,662.00▲(19.11% Upside)

Action:upgraded

Date:08/17/26

The overall score of 74 is primarily driven by the company's robust financial performance and attractive valuation. Uninterrupted revenue growth, a pristine balance sheet, and a low P/E ratio highlight its strong defensive characteristics. However, the score is slightly constrained by mixed technical momentum and periodic negative free cash flow due to capital expenditures.

Positive Factors

Steady revenue growth and improving profitabilityMulti-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 flowUneven 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.

Imuraya Group Co., Ltd. (2209) vs. iShares MSCI Japan ETF (EWJ)

Market Cap: JPY 28.60B
Dividend Yield: 1.70%
Average Volume (3M): 29.57K
Price to Earnings (P/E): 15.3
Beta (1Y): 0.33
Revenue Growth: 1.80%
EPS Growth: -27.32%
Country: Japan
Employees: 964
Sector: Consumer Defensive
Sector Strength: 62
Industry: Food Confectioners

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, as w...

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) to s...

Imuraya Group Co., Ltd. Financial Statement Overview

Summary

Demonstrates highly attractive fundamentals with steady top-line growth, expanding profit margins, and a resilient, low-leverage balance sheet. The score is only tempered by periodic negative free cash flows stemming from heavy reinvestment into the business.

Income Statement

88Very Positive

Balance Sheet

85Very Positive

Cash Flow

65Positive

Financial statement breakdown
Breakdown	TTM	Mar 2026	Mar 2025	Mar 2024	Mar 2023	Mar 2022
Income Statement
Total Revenue	53.72B	53.72B	51.12B	48.22B	44.69B	42.15B
Gross Profit	18.60B	18.60B	17.66B	15.88B	15.44B	14.64B
EBITDA	5.34B	5.34B	5.25B	4.58B	3.69B	3.57B
Net Income	2.39B	2.39B	2.20B	1.93B	1.61B	1.47B
Balance Sheet
Total Assets	43.33B	43.33B	36.68B	38.09B	34.11B	29.42B
Cash, Cash Equivalents and Short-Term Investments	1.31B	1.31B	1.52B	1.33B	1.69B	1.07B
Total Debt	4.33B	4.33B	1.95B	4.89B	3.99B	2.07B
Total Liabilities	18.29B	18.29B	14.55B	17.08B	15.42B	12.03B
Stockholders Equity	25.03B	25.03B	22.12B	20.99B	18.65B	17.35B
Cash Flow
Free Cash Flow	0	-1.51B	4.24B	-944.80M	-404.22M	1.91B
Operating Cash Flow	0	3.84B	6.07B	2.67B	2.45B	2.91B
Investing Cash Flow	0	-5.21B	-1.83B	-3.55B	-2.37B	-958.78M
Financing Cash Flow	0	1.14B	-4.08B	457.30M	398.44M	-2.05B

Imuraya Group Co., Ltd. Technical Analysis

Technical Analysis SentimentNegative

Last Price2235.00

Price Trends

50DMA2301.56Negative

100DMA2341.36Negative

200DMA2362.81Negative

Market Momentum

MACD-25.77Negative

RSI47.14Neutral

STOCH46.03Neutral

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:2209, the sentiment is Negative. The current price of 2235.00 is below the 20-day moving average (MA) of 2238.15, below the 50-day MA of 2301.56, and below the 200-day MA of 2362.81, indicating a bearish trend. The MACD of -25.77 indicates Negative momentum. The RSI at 47.14 is Neutral, neither overbought nor oversold. The STOCH value of 46.03 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for JP:2209.

Imuraya Group Co., Ltd. Peers Comparison

Overall Rating

UnderperformOutperform

Sector (62)

Financial Indicators

JP:2209 against its peers
Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
JP:2216	78Outperform	JPY 44.75B	15.23	―	3.03%	7.25%	-11.18%
JP:2201	76Outperform	JPY 202.34B	13.55	10.76%	2.74%	5.05%	-14.89%
JP:2208	75Outperform	JPY 72.31B	11.42	―	1.46%	7.47%	27.86%
JP:2209	74Outperform	JPY 29.24B	15.31	―	1.70%	1.80%	-27.32%
JP:2221	64Neutral	JPY 34.77B	23.40	―	1.07%	12.01%	-35.52%
Sector *	62Neutral	$20.33B	14.63	-3.31%	3.23%	1.93%	-12.26%
JP:2211	47Neutral	JPY 62.48B	52.95	―	1.24%	5.76%	-38.25%

* Consumer Defensive Sector Average

Performance Comparison

JP:2209 and its peers over the selected period
Ticker	Company Name	Price	Change	% Change
JP:2209	Imuraya Group Co., Ltd.	2235.00	-288.26	-11.42%
JP:2201	Morinaga & Co	2461.00	-100.00	-3.90%
JP:2208	Bourbon Corporation	3010.00	639.92	27.00%
JP:2211	Fujiya Co., Ltd.	2424.00	-176.32	-6.78%
JP:2216	KANRO Co., Ltd.	1057.00	-470.65	-30.81%
JP:2221	Iwatsuka Confectionery Co., Ltd.	2998.00	10.62	0.36%

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 owners of paren...

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.

Date of analysis: Aug 17, 2026

Imuraya Group Co., Ltd. AI Stock Analysis