AMIYAKI TEI CO., LTD. (2753) AI Stock Analysis

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AMIYAKI TEI CO., LTD.

(TSE/TYO:2753)

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Rating:72Outperform

Price Target:JPY 1,475.00▲(13.55% Upside)

Action:reiterated

Date:08/06/26

The overall score is mainly supported by strong financial recovery, with robust revenue growth, stable margins, and extremely low leverage providing resilience in a competitive restaurant market. Technical indicators are only moderately positive, showing neutral trend and weak short-term strength rather than decisive momentum, which tempers the score. Valuation is fair with a mid-20s P/E and a 2.5% dividend yield offering a balanced mix of growth and income, but not enough value discount or yield premium to push the stock into the highest scoring tier.

Positive Factors

High gross marginsSustained ~60%+ gross margins give the restaurant portfolio strong unit economics, insulating operating profit from moderate cost inflation and supporting stable contribution margins. This structural margin cushion helps fund marketing, reinvestment and preserves profitability across cycles.

Negative Factors

Modest net marginsNet margins near the low single digits limit retained earnings and restrict the pace of value creation from revenue growth. A decline in net income versus 2025 signals ongoing cost or below-the-line pressure that could cap long-term reinvestment and shareholder returns.

AMIYAKI TEI CO., LTD. (2753) vs. iShares MSCI Japan ETF (EWJ)

Market Cap: JPY 26.69B
Dividend Yield: 2.62%
Average Volume (3M): 47.32K
Price to Earnings (P/E): 24.4
Beta (1Y): 0.43
Revenue Growth: 10.17%
EPS Growth: -25.05%
Country: Japan
Employees: 635
Sector: Consumer Cyclical
Sector Strength: 61
Industry: Restaurants

AMIYAKI TEI CO., LTD. Business Overview & Revenue Model

Company Description

Amiyaki Tei Co., Ltd. is a Japanese enterprise that operates a widespread network of dining establishments throughout the country. Its business is organized into three distinct divisions: Yakiniku, Yakitori, and a miscellaneous 'Other' segment. The Y...

How the Company Makes Money

The company primarily makes money by selling food and beverages to customers through its restaurant locations. Revenue is recognized from dine-in (and where offered, takeout/delivery) transactions, with average ticket size driven by menu pricing, cus...

AMIYAKI TEI CO., LTD. Financial Statement Overview

Summary

Financial performance is solid overall, driven by strong post-COVID revenue growth, consistently high gross margins around 60%, and a very conservative balance sheet with debt-to-equity below 0.08 and improving ROE to 5.6%. However, volatile free cash flow and a recent dip in EBIT vs. 2025 prevent a top-tier score and warrant ongoing monitoring of expenses and cash generation.

Income Statement

72Positive

Balance Sheet

88Very Positive

Cash Flow

65Positive

Financial statement breakdown
Breakdown	TTM	Mar 2026	Mar 2025	Mar 2024	Mar 2023	Mar 2022
Income Statement
Total Revenue	39.53B	37.71B	35.33B	33.27B	28.54B	21.56B
Gross Profit	23.33B	22.50B	21.59B	20.38B	17.51B	12.99B
EBITDA	2.90B	3.23B	3.65B	3.01B	1.21B	1.72B
Net Income	1.09B	1.27B	1.74B	1.31B	132.00M	627.00M
Balance Sheet
Total Assets	29.23B	29.65B	27.87B	27.25B	24.90B	24.59B
Cash, Cash Equivalents and Short-Term Investments	8.81B	9.29B	9.85B	9.98B	9.95B	9.31B
Total Debt	1.52B	1.64B	1.34B	1.12B	588.00M	701.00M
Total Liabilities	6.69B	7.13B	5.93B	6.35B	4.83B	4.44B
Stockholders Equity	22.53B	22.52B	21.94B	20.89B	20.07B	20.14B
Cash Flow
Free Cash Flow	0	2.05B	888.00M	2.28B	917.00M	431.00M
Operating Cash Flow	0	3.78B	2.71B	3.53B	2.03B	1.17B
Investing Cash Flow	0	-814.00M	54.00M	-1.62B	-1.10B	-808.00M
Financing Cash Flow	0	-1.22B	-892.00M	-679.00M	-311.00M	-282.00M

AMIYAKI TEI CO., LTD. Peers Comparison

Overall Rating

UnderperformOutperform

Sector (61)

Financial Indicators

JP:2753 against its peers
Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
JP:7522	78Outperform	JPY 34.70B	6.56	―	1.17%	6.60%	124.61%
JP:3221	72Outperform	JPY 30.80B	14.46	―	1.08%	13.65%	21.68%
JP:2753	72Outperform	JPY 26.69B	24.44	―	2.62%	10.17%	-25.05%
JP:7554	69Neutral	JPY 22.85B	19.11	―	1.46%	42.20%	―
Sector *	61Neutral	$18.38B	12.79	-2.54%	3.03%	1.52%	-15.83%
JP:3193	60Neutral	JPY 31.15B	-144.53	―	2.57%	10.56%	-23.43%
JP:3196	45Neutral	JPY 41.33B	48.91	―	0.82%	8.98%	18.98%

* Consumer Cyclical Sector Average

Performance Comparison

JP:2753 and its peers over the selected period
Ticker	Company Name	Price	Change	% Change
JP:2753	AMIYAKI TEI CO., LTD.	1299.00	-0.04	>-0.01%
JP:3193	Eternal Hospitality Group Co.,Ltd.	1342.00	-40.99	-2.96%
JP:3196	HotLand Co., Ltd.	1594.00	-460.14	-22.40%
JP:3221	Yossix Holdings Co.Ltd.	2973.00	466.84	18.63%
JP:7522	Watami Co., Ltd.	855.00	-40.69	-4.54%
JP:7554	Kourakuen Holdings Corporation	1196.00	180.04	17.72%

AMIYAKI TEI CO., LTD. Corporate Events

Amiyaki Tei Posts Strong Q1 Results and Confirms Full-Year Outlook

Jul 3, 2026

Amiyaki Tei Co., Ltd., a listed Japanese restaurant operator specializing in grilled meat and related dining services, reported solid first-quarter results for the three months ended June 30, 2026. The company continues to focus on domestic food-serv...

Amiyaki Tei Revamps Governance Lineup While Maintaining Leadership Continuity

Jun 16, 2026

Amiyaki Tei Co., Ltd. announced board and management changes following its 31st Annual General Meeting of Shareholders, reappointing six directors including Representative Director, Chairman and President Keisuke Sato, and confirming outside director...

Amiyaki Tei Maintains Governance Lineup With Board and Auditor Reappointments

May 25, 2026

Amiyaki Tei Co., Ltd. has proposed the reappointment of its existing board leadership, including Representative Director, Chairman and President Keisuke Sato and five other directors, two of whom serve as outside directors, to be voted on at the 31st...

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 06, 2026

AMIYAKI TEI CO., LTD. AI Stock Analysis

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