ITOHAM YONEKYU HOLDINGS INC. (2296) Stock Price

Itoh Ham Yonekyu Holdings is a corporate group primarily engaged in the manufacturing and sales of processed meat products and fresh meat. The group consists of 52 subsidiaries, including Itoh Ham Co., Ltd. and Yonekyu Co., Ltd., as well as 9 affiliated companies. The business is divided into three main segments.

First, the processed food business manufactures and sells processed meat products such as ham, sausage, and prepared meat dishes. This segment involves Itoh Ham Co., Ltd., Yonekyu Co., Ltd., Itoh Ham Sales Co., Ltd., and other related companies. Through these operations, the group offers a diverse range of processed food products to the market.

Second, the fresh meat business manufactures and sells fresh meat and prepared meat products. Key related companies include Yonekyu Co., Ltd., Itoh Ham Meat Sales East Co., Ltd., Itoh Ham Meat Sales West Co., Ltd., and ANZCO FOODS LTD. Through these operations, the group supplies fresh, high-quality meat products.

Finally, the other business segment operates administrative outsourcing services. This segment involves Itoh Ham Yonekyu Human Service Co., Ltd. and Itoh Ham Yonekyu System Co., Ltd. These operations support operational efficiency across the entire group.

Itoh Ham Yonekyu Holdings is pursuing sustainable growth through its "Long-Term Management Strategy 2035" and "Medium-Term Management Plan 2026" targeting fiscal year 2035. These initiatives aim to enhance corporate value while fulfilling social responsibilities.

The company seeks to expand profits through growth investments and sustain revenue improvements. By maximizing value chain efficiency domestically and internationally, and expanding its frozen food business, the company is working to reduce food loss and ensure stable protein supply.

The company also prioritizes digital transformation (DX) and sustainability to improve operational efficiency and increase sales. Through decarbonization efforts, respect for human rights, and consideration of animal welfare, the company aims to contribute to a sustainable society.

Under the Medium-Term Management Plan 2026, the company will strengthen its foundational earnings capacity and allocate generated cash to growth investments and shareholder returns. By reinforcing its processed food and meat business operations, the company targets early profit recovery and improved profit margins.

Additionally, the company is building a sustainable logistics system and investing in human capital to enhance employee engagement. These efforts aim to further increase corporate value.

As a financial strategy, the company prioritizes stable shareholder returns while actively considering growth investment and M&A opportunities. The company is advancing management with awareness of capital costs to improve ROE.