Added to YB: 2026-04-09
Pitch date: 2026-04-06
9993.T [bullish]
Yamazawa Co., Ltd.
+0.08%
current return
Author Info
No bio for this author
Company Info
Yamazawa Co., Ltd. engages in the retail business in Japan. The company primarily operates food supermarkets.
Market Cap
JPY 12.7B
Pitch Price
JPY 1.2K
Price Target
N/A
Dividend
N/A
EV/EBITDA
3.79
P/E
-31.37
EV/Sales
0.17
Sector
Consumer Staples Distribution and Retail
Category
value
A 63-year-old Yamagata supermarket chain at 43 cents on the dollar, with ¥27.6B in equity backing an ¥11.9B stock - Yamazawa Co., Ltd.
9993.T: Yamagata supermarket, 70 stores, ¥104.7B rev. FY25 net loss ¥2.6B from ¥6.2B Sanko Foods impairment, but OCF ¥3.3B, FCF ¥2.5B (20.6% yield). ¥27.6B equity vs ¥11.9B mkt cap = 0.5x P/TBV. ¥6.5B cash, ¥4.2B net debt, 6.1x EV/EBITDA. Mgmt guides FY26 profit ¥5B ordinary, ¥10B by FY28. 2.3% yield maintained. Depopulation risk, but dominant in shrinking market. Family-run 72yrs.
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