1. Japan Stocks

  2. •

    Consumer Cyclical

  3. •

    Restaurants
Yoshinoya Holdings Co., Ltd.

Yoshinoya Holdings Co., Ltd.

9861.T
Yoshinoya Holdings Co., Ltd.JP flagTokyo Stock Exchange
3,354.00
JPY
+50.00
- -
217.09BMarket Cap
Yoshinoya Holdings Co., Ltd.
9861.T
(Tokyo Stock Exchange)

Recent

price

3,354.00

P/E

ratio

- -

div

yld

- -

ROIC.AI

2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
TTM
FRC
2,780.75
3,259.47
3,202.65
3,374.25
3,106.02
2,905.37
2,923.36
3,075.62
3,134.54
3,346.76
2,635.68
2,375.57
2,599.13
2,897.74
3,168.26
3,486.72
3,020.09
Revenue per Share
6.2
25.74
-7.08
13.58
16.23
13.09
19.34
23.1
-92.93
11.04
-116.09
125.52
111.85
86.62
58.78
72.08
76.43
Basic EPS, GAAP
134.87
72.13
4.05
60.4
99.62
-134.85
28.59
19.77
-83.19
81.01
-30.74
311.96
14.27
160.32
-5.3
63.29
- -
Free Cash Flow per Basic Share
20.45
19.83
20.04
19.89
19.82
19.88
20.07
20
19.98
20.06
10.13
5.09
10.05
12.95
19.92
20.94
- -
Dividend per Share
861.02
1,040.5
999.52
993.12
841.87
756.18
748.57
751.48
638.25
612.96
486.57
606.89
708.36
780.96
819.71
876.2
806.24
Book Value per Share
695.07
836.33
764.96
776.66
963.38
855.12
826.59
832.11
710.45
668
551.03
697.28
810.78
897.44
944.44
1,003.39
944.05
Tangible Book Value per Share
62
51
51
51
58
64
65
65
65
65
65
65
65
65
65
65
65
Basic Weighted Avg Shares
171,314
165,883
164,599
173,418
180,032
185,738
188,623
198,503
202,385
216,201
170,348
153,601
168,099
187,472
204,983
225,667
195,131
Sales/Revenue/Turnover
2.99
2.89
1.14
1.26
1.95
0.87
0.99
2.02
0.05
1.82
-3.13
1.54
2.04
4.25
3.56
3.58
3.95
Operating Margin (%)
6,130
5,944
6,042
5,662
5,332
5,654
6,152
6,503
6,915
7,953
7,438
6,548
6,334
6,375
6,953
7,815
- -
Depreciation Expense
382
1,310
-364
698
941
837
1,248
1,491
-6,000
713
-7,503
8,116
7,234
5,604
3,803
4,665
4,938
Net Income, GAAP
82.33
61.85
132.96
71.3
69.13
39.74
54.07
51.13
- -
30.07
- -
38.73
21.5
31.45
38.21
40.26
33.16
Effective Tax Rate (%)
0.22
0.79
-0.22
0.4
0.52
0.45
0.66
0.75
-2.96
0.33
-4.4
5.28
4.3
2.99
1.86
2.07
2.53
Profit Margin (%)
-8,215
-7,227
-6,873
-8,594
7,970
5,421
6,070
3,443
2,169
3,340
10,457
17,521
15,269
12,904
3,458
5,892
5,044
Working Capital
11,941
9,036
11,375
8,571
13,824
17,577
20,807
19,754
27,057
35,373
40,603
27,445
20,662
17,560
15,239
15,832
12,626
LT Debt
46,169
45,583
43,390
43,412
58,936
57,734
57,209
57,806
50,025
48,385
40,142
48,740
55,602
60,849
64,812
68,712
63,912
Total Equity
1.12
2.39
-0.83
0.84
1.35
1.12
0.94
2.13
- -
2.9
- -
1.43
2.95
6.06
4.87
4.99
5.47
Return on Invested Capital (%)
0.33
1.87
-0.65
1.07
1.44
1.34
1.67
1.92
- -
1.26
- -
9.17
9.57
7.25
4.79
5.72
6.13
Return on Capital (%)
0.71
2.47
-0.7
1.36
1.89
1.72
2.58
3.08
-13.38
1.76
-21.12
22.96
17.01
11.63
7.34
8.5
9.83
Return on Common Equity (%)

Capital Structure

FRC

•

in mil. unless spec.
Feb'24
May'25
Aug'25
ST Debt
11,056
17,586
17,287
LT Borrowings
9,535
4,225
4,157
LT Finance Leases
8,025
8,038
8,469
Preferred Equity and Hybrid Capital
- -
- -
- -
Shares Outstanding
65
65
65
Market Capitalization
205,941
187,340
196,741

Working Capital

FRC

•

in mil. unless spec.
Feb'24
May'25
Aug'25
Total Current Assets
43,751
40,796
42,959
Cash, Cash Equivalents & STI
27,346
22,451
23,286
Accounts Receivable, Net
5,061
5,427
7,031
Inventories
7,463
8,553
7,891
Total Current Liabilities
30,847
36,162
37,915
Payables & Accruals
- -
- -
- -
ST Debt
11,056
17,586
17,287
Deferred Revenue
- -
- -
- -

Growth Rates

FRC

•

in mil. unless spec.

(avg. rate of change)

10 years
5 years
1 year
Total Equity
2.38%
11.49%
6.02%
Free Cash Flow
-259.29%
-316.86%
-1,294.17%
Net Income, GAAP
-194.91%
-50.21%
22.67%
Sales/Revenue/Turnover
2.49%
6.11%
10.09%
Total Cash Common Dividend
8.82%
27.13%
5.12%

Quarterly Revenue

FRC

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
44,278
47,376
47,238
48,580
187,472
2025
47,542
51,771
- -
- -
204,983
2026
- -
- -
- -
- -
225,667

Quarterly Earnings Per Share

FRC

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
15.83
- -
- -
- -
86.62
2025
10.54
- -
- -
- -
58.78
2026
- -
- -
- -
- -
72.08

Quarterly Dividends Per Share

FRC

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
- -
- -
- -
- -
12.95
2025
- -
- -
- -
- -
19.92
2026
- -
- -
- -
- -
20.94
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Business
Yoshinoya Holdings Co., Ltd. Yoshinoya Holdings Co., Ltd. (9861.T) operates a portfolio of restaurant chains in Japan and overseas, primarily through its subsidiaries that own and manage fast-casual dining establishments specializing in Japanese cuisine; core brands include Yoshinoya, the originator of gyudon (beef bowl) restaurants offering seasoned beef over rice and related fast food items, Hanamaru providing self-service Sanuki udon noodles, Kyotaru operating take-out sushi shops and revolving sushi restaurants, Arcmeal managing steak and shabu-shabu outlets, Setaga-ya ramen shops, and Bariuma; operations span Japan with extensive franchised and company-owned stores, as well as international locations in the United States, China, Hong Kong, Taiwan, Singapore, Indonesia, and ASEAN regions, targeting everyday diners seeking affordable, quick-service meals. Founded in 1899 and incorporated as a stock company on December 27, 1958, the company maintains headquarters at Daiwa Rivergate in Nihonbashi, Chuo-ku, Tokyo, Japan, and lists on the Tokyo Stock Exchange Prime Market. Recent developments encompass strategic acquisitions to bolster its ramen segment, including Kiramekino Mirai Co., Ltd. in Kyoto in January 2025 and Takara Sangyo Co., Ltd. for manufacturing and R&D capabilities, alongside a 2025-2029 medium-term management plan projecting 130 billion yen in investments for ramen business expansion via domestic and global M&A, overseas growth in formats like C&C (counter and cafe), Hanamaru profitability recovery through suburban store deployments, and leadership transition with Tetsuya Naruse as President & CEO and Norihiro Ozawa as Executive Vice President & CFO effective May 27, 2025.