(2820) Stock Price

Yamami is a company primarily engaged in the manufacturing and sales of tofu-related products, including tofu, thick fried tofu, and fried tofu. The company produces tofu in various sizes and shapes across production lines at its head office factory, Kansai factory, and Fujisan-Sengen factory.

The company's main customers are supermarkets and wholesalers. While it distributes products widely from Kyushu to the Kanto region, sales are concentrated in the Chugoku region due to its headquarters location. The company is strengthening its Kanto expansion through the newly established Fujisan-Sengen factory. Yamami secures profitability through both cost reduction via mass production and higher-margin products such as pre-cut tofu, while also expanding business-to-business sales to restaurants and convenience stores.

Operations are divided into retail and business segments, with product lines including filling lines (soy milk packaged and heated/cooled), connected trays in 2-packs and large 6-packs, pre-cut 3-packs of 150g each, and large Kyoto-style formats. The company maintains price competitiveness by increasing sanitation standards and production efficiency through mechanization and partial line automation.

The company has set enhancing corporate value as its management objective, with revenue growth and operating profit margin improvement as key performance indicators. The company pursues a dual strategy of expanding business scale while improving profitability. It aims to increase earnings through reducing fixed manufacturing costs per unit via capital investment and raising selling prices for high-value-added products. Specifically, the company is simultaneously expanding production capacity and strengthening sales initiatives to secure stable sales volumes and improve profit margins.

Priority investment areas include production equipment and quality management. The company has obtained FSSC22000 certification (food safety management accreditation) at three facilities—the head office plant, Kansai plant, and Fuji foothills plant—and has strengthened hygiene management through rigorous sample inspections from manufacturing to shipment. Additionally, the company invests in mechanization and line automation, advancing automation of labor-intensive, high-demand products to maintain price competitiveness while supplying differentiated, high-value-added products.

The cornerstone of new market development is full-scale expansion into the Kanto market based at the Fuji foothills plant. While the company currently supplies across a wide region from Kyushu to Kanto, the Chugoku region represents a high proportion of sales. Therefore, the company prioritizes expanding sales in Kanto, Japan's largest market. In parallel, beyond supermarkets and wholesalers, the company is focusing on expanding business-use channels for restaurants and convenience stores, pursuing volume growth and customer base strengthening through diversified sales channels.

Regarding technological innovation, the company emphasizes refining manufacturing and sales techniques, continuously advancing factory automation and hygiene management. Leveraging improvements in distribution and processing that have enabled extended shelf life and long-distance delivery, the company plans to repeatedly update equipment that supports stable product supply and quality maintenance. Furthermore, through talent recruitment, development, and in-house training, the company is strengthening coordination between manufacturing and sales divisions, advancing organizational improvements to maximize the impact of technology investments in the field.