1. Japan Stocks

  2. •

    Consumer Defensive

  3. •

    Agricultural Farm Products
Yokorei Co.,Ltd.

Yokorei Co.,Ltd.

2874.T
Yokorei Co.,Ltd.JP flagTokyo Stock Exchange
2,039.00
JPY
-39.00
- -
120.61BMarket Cap
Yokorei Co.,Ltd.
2874.T
(Tokyo Stock Exchange)

Recent

price

2,039.00

P/E

ratio

- -

div

yld

- -

ROIC.AI

2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
TTM
FRC
2,346.14
2,397.17
2,147.1
2,293.68
2,737.49
2,990.96
2,871.51
3,042.35
3,063.96
2,388.16
1,958.84
1,883.63
1,957.52
2,136.27
2,076.23
2,130.38
2,254.95
Revenue per Share
34.14
32.23
3.85
44.6
35.46
48.64
56.65
64.27
59.63
57.75
39.85
61.3
56.34
-182.52
66.78
33.56
55.86
Basic EPS, GAAP
-86.43
-103.11
-42.17
54.92
-239.19
-60.47
-97.15
-314.06
17.07
244.6
43.19
-1.45
-49.25
-201.74
-122.2
-141.45
-122.56
Free Cash Flow per Basic Share
19.98
19.98
19.98
19.98
19.98
20.06
20.13
20.1
19.66
24.6
23.08
23.06
23.06
23.1
24.55
24.06
24.09
Dividend per Share
875.7
888.17
872.03
896.67
912.34
939.99
976.43
1,019.68
1,040.22
1,028.14
1,042.97
1,079.54
1,104.69
900.67
941.32
953.86
1,146.42
Book Value per Share
1,032.28
1,046.24
1,027.27
1,078.96
1,107.54
1,161.6
911.35
1,017.94
1,119.24
1,115.58
1,139.86
1,364.99
1,407.65
1,189.05
1,299.41
1,344.47
1,444.2
Tangible Book Value per Share
52
52
52
52
52
52
52
52
56
59
59
59
59
59
59
59
59
Basic Weighted Avg Shares
121,443
124,051
111,108
118,691
141,654
154,767
148,609
159,045
171,772
139,970
115,025
110,782
115,257
125,598
122,282
125,563
132,616
Sales/Revenue/Turnover
3.12
3.38
0.97
3.14
2.9
2.5
3.48
3.26
2.81
3.41
2.97
2.31
3.69
2.86
3.8
3.38
3.68
Operating Margin (%)
3,267
3,250
3,710
3,667
4,042
4,582
4,336
5,333
5,694
6,236
6,537
7,220
6,454
6,624
7,400
8,263
6,866
Depreciation Expense
1,767
1,668
199
2,308
1,835
2,517
2,932
3,360
3,343
3,385
2,340
3,605
3,317
-10,731
3,933
1,978
3,285
Net Income, GAAP
47.65
46.7
82.74
37.44
45.85
36.74
37.69
35.95
30.3
28.58
34.53
19.74
31.91
35.6
27.05
53.74
30.81
Effective Tax Rate (%)
1.46
1.34
0.18
1.94
1.3
1.63
1.97
2.11
1.95
2.42
2.03
3.25
2.88
-8.54
3.22
1.58
2.48
Profit Margin (%)
11,725
13,006
9,714
17,980
13,931
14,957
196
8,963
18,045
23,806
18,196
7,083
6,504
203
-7,373
-5,561
-8,880
Working Capital
6,833
12,685
11,395
18,580
23,126
23,304
29,046
42,208
54,069
59,960
60,758
59,484
59,940
68,831
73,160
79,212
63,625
LT Debt
56,053
56,562
55,638
58,157
59,632
62,319
63,026
69,685
78,856
80,578
79,974
82,566
85,168
73,339
79,870
82,416
88,262
Total Equity
2.87
2.95
0.23
2.82
2.41
2.39
2.74
2.33
2.07
2.05
1.37
1.26
1.77
1.4
1.91
1.04
1.86
Return on Invested Capital (%)
3.13
2.71
0.33
3.34
2.43
3.02
3.03
2.81
2.56
2.1
1.86
2.76
2.41
1.98
2.75
1.42
2.16
Return on Capital (%)
3.93
3.65
0.44
5.04
3.92
5.25
5.91
6.47
5.99
5.71
3.85
5.78
5.16
-18.19
7.26
3.54
4.94
Return on Common Equity (%)

Capital Structure

FRC

•

in mil. unless spec.
Sep'23
Dec'24
Mar'24
ST Debt
27,046
30,418
35,486
LT Borrowings
68,586
67,462
63,338
LT Finance Leases
245
278
287
Preferred Equity and Hybrid Capital
- -
- -
- -
Shares Outstanding
59
59
59
Market Capitalization
71,237
61,693
61,222

Working Capital

FRC

•

in mil. unless spec.
Sep'23
Dec'24
Mar'24
Total Current Assets
39,270
49,697
47,048
Cash, Cash Equivalents & STI
3,937
5,434
4,836
Accounts Receivable, Net
16,523
20,676
18,939
Inventories
14,816
20,732
17,895
Total Current Liabilities
39,067
46,654
55,928
Payables & Accruals
- -
- -
- -
ST Debt
27,046
30,418
35,486
Deferred Revenue
- -
- -
- -

Growth Rates

FRC

•

in mil. unless spec.

(avg. rate of change)

10 years
5 years
1 year
Total Equity
3.09%
0.92%
3.19%
Free Cash Flow
499.1%
698.79%
15.84%
Net Income, GAAP
-56.28%
-112.76%
-49.71%
Sales/Revenue/Turnover
-1.59%
1.87%
2.68%
Total Cash Common Dividend
- -
- -
-1.94%

Quarterly Revenue

FRC

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
33,301
28,724
- -
- -
122,282
2025
- -
- -
- -
- -
125,563
2026
- -
- -
- -
- -
- -

Quarterly Earnings Per Share

FRC

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
21.85
- -
- -
- -
66.78
2025
- -
- -
- -
- -
33.56
2026
- -
- -
- -
- -
- -

Quarterly Dividends Per Share

FRC

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
12.57
- -
- -
- -
24.55
2025
- -
- -
- -
- -
24.06
2026
- -
- -
- -
- -
- -
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Business
Yokorei Co., Ltd. operates primarily in the refrigerated warehousing and food sales sectors. The company provides refrigerated and frozen storage facilities for marine, agricultural, and livestock products. It wholesales, processes, imports, and exports a wide range of food products including seafood (such as scallop, yellowtail, salmon, octopus, crab, squid, mackerel, shrimp, and fish roe), livestock products (including pork, chicken, and beef), and agricultural products like potatoes, onions, and pumpkins. Yokorei also engages in real estate leasing and freight transportation, supporting its core logistics operations. The company has an extensive network of logistics centers across Japan to facilitate storage and distribution. Founded in 1949 and headquartered in Japan, Yokorei targets wholesalers, food manufacturers, retailers, restaurants, and catering businesses. It operates through three main segments: refrigerated warehousing, food sales, and real estate leasing. The refrigerated warehousing segment offers temperature-controlled storage and related services, while the food sales segment focuses on the wholesale and processing of marine and livestock products. The real estate leasing segment manages properties mainly related to logistics and warehousing. Recently, Yokorei announced a strategic partnership with BentallGreenOak K.K. to enhance its refrigerated warehousing business. This collaboration aims to develop advanced distribution centers utilizing AI and robotics to improve operational efficiency and market competitiveness. Additionally, in early 2025, Yokorei established the Suvarnabhumi Logistics Center (tentative name) to expand its logistics infrastructure. These moves align with Yokorei’s strategy to boost food distribution infrastructure in Japan and promote sustainability through reliable food supply. The company reported a 5.7% increase in revenue in the first half of fiscal 2025, reflecting growth in its business operations. Overall, Yokorei Co., Ltd. is a major player in Japan's refrigerated logistics and food distribution industry, combining traditional food sales with modern warehousing and logistics technology to support a stable food supply chain domestically and internationally. Its recent partnerships and infrastructure expansions represent significant strategic steps toward enhancing its market position and operational capability.