Calbee, Inc.
2229カルビー株式会社
Latest half-year results
First half · fiscal year to 2026-03 · filed 2025-11-10For the first half of the fiscal year to 2026-03: Revenue ¥165.7 billion (+5.5% YoY), Ordinary income ¥10.4 billion (-29.8% YoY), Net income ¥6.8 billion (-36.2% YoY).
| This period | Year on year | |
|---|---|---|
| Revenue | ¥165.7bn | +5.5% |
| Ordinary profit | ¥10.4bn | -29.8% |
| Net profit to owners | ¥6.8bn | -36.2% |
From the securities report on EDINET, which states no forecast. History via /v1/companies/2229/earnings-releases.
Financials
Japan GAAP · consolidated · fiscal year to 2026-03-31- Revenue
- ¥340.2bn
- Net income
- ¥17.3bn
- ROE
- 8.3%
- Equity ratio
- 64.3%
- Dividend / share
- ¥66
- Employees
- 6,974
| Fiscal year | Revenue | Net income | Total assets | Net assets | ROE | EPS | Operating CF |
|---|---|---|---|---|---|---|---|
| 2026-03-31 | ¥340.2bn | ¥17.3bn | ¥327.6bn | ¥221.8bn | 8.3% | ¥139.98 | ¥35.6bn |
| 2025-03-31 | ¥322.6bn | ¥20.9bn | ¥319.2bn | ¥215.1bn | 10.5% | ¥167.11 | ¥39.1bn |
| 2024-03-31 | ¥303.0bn | ¥19.9bn | ¥292.2bn | ¥201.1bn | 10.9% | ¥159.22 | ¥24.4bn |
| 2023-03-31 | ¥279.3bn | ¥14.8bn | ¥239.1bn | ¥182.7bn | 8.5% | ¥115.16 | ¥19.3bn |
| 2022-03-31 | ¥245.4bn | ¥18.1bn | ¥236.6bn | ¥183.5bn | 10.3% | ¥136.25 | ¥22.3bn |
Indicators
Computed by us from filings · fiscal year to 2026-03-31| Metric | Value | Percentile among listed companies |
|---|---|---|
| ROE, % | 8.3 | 47.6 |
| Ordinary margin | 0.0796 | 56.8 |
| Equity ratio, % | 64.3 | 65.1 |
| Revenue growth | 0.0545 | 52.6 |
| Net income growth | -0.1698 | 24.4 |
| Operating cash flow / assets | 0.1087 | 77.2 |
Results wording balance: +0.70. Proprietary text method; it describes the wording only and does not interpret context.
Interest example: if all ¥36.8bn of reported debt repriced by 50 basis points, a year's interest would rise by ¥184m, 0.5% of operating cash flow. Our arithmetic only, not a forecast: fixed-rate debt and hedges are ignored.
Via /v1/companies/2229/indicators. Descriptive figures, not a rating and not investment advice.
From other filings
As the company states them/v1/companies/2229/buybacksSegments, votes and tender offers
Stated in EDINET filings/v1/companies/2229/votingOwnership changes
All companies →- 2026-11-06
Nomura Securities Co.,Ltd. cut holdings in Calbee, Inc. (2229) to 4.57% from 5.40%, below the 5% threshold.
- 2026-10-06
Nomura Securities Co.,Ltd. raised holdings in Calbee, Inc. (2229) to 5.40% from 5.04%.
- 2026-09-24
Nomura Securities Co.,Ltd. disclosed a 5.04% stake in Calbee, Inc. (2229), crossing the 5% reporting threshold.
- 2026-05-13
Oasis Management Company Ltd. changed its stated purpose for holding Calbee, Inc. (2229): may_make_proposals -> may_make_proposals, shareholder_value_engagement, undervaluation_thesis.
- 2026-05-13
Oasis Management Company Ltd. reduced holdings in Calbee, Inc. (2229) to 7.12% from 7.33%.
- 2026-03-23
T. Rowe Price Associates, Inc. cut holdings in Calbee, Inc. (2229) to 4.79% from 5.89%, below the 5% threshold.
- 2026-03-02
General Incorporated Association Mikinokai reduced holdings in Calbee, Inc. (2229) to 13.07% from 14.08%.
- 2026-02-20
T. Rowe Price Associates, Inc. reduced holdings in Calbee, Inc. (2229) to 5.89% from 7.05%.
- 2025-11-10
Oasis Management Company Ltd. raised holdings in Calbee, Inc. (2229) to 7.33% from 5.98%.
- 2025-09-16
Oasis Management Company Ltd. states it may make proposals to the management of Calbee, Inc. (2229) (first filing).
Trades by 5% holders
From the 60-day trade tables in 5% reports| Holder | Period | Net shares | Net % of shares | Avg. filed price | Range |
|---|---|---|---|---|---|
| Oasis Management Company Ltd. | 2025-07-10 – 2026-04-17 | +3,757,400 | +2.80pt | ¥2,847.85 | ¥2,754–3,035 |
| 一般社団法人幹の会 | 2026-02-25 – 2026-02-25 | -50,000 | −0.04pt | — | — |
| GIC Private Limited | 2022-01-19 – 2023-02-07 | -845,700 | −0.62pt | — | — |
Net shares and the average are our calculations. Prices are filed prices as stated by the filer, mostly for off-market trades; they are not market prices. Stock lending, custody transfers and option exercises are excluded from net shares. Every row via /v1/companies/2229/trades.
5% filings
Large shareholding reports on 2229| Filed | Filer | Stake | Change | Stated purpose |
|---|---|---|---|---|
| 2026-11-06 | Nomura Securities Co.,Ltd. | 4.57% | −0.83pt | — |
| 2026-10-06 | Nomura Securities Co.,Ltd. | 5.40% | +0.36pt | — |
| 2026-09-24 | Nomura Securities Co.,Ltd. | 5.04% | — | — |
| 2026-05-13 | Oasis Management Company Ltd. | 7.12% | −0.21pt | may make proposals shareholder value engagement undervaluation thesis |
| 2026-03-23 | T. Rowe Price Associates, Inc. | 4.79% | −1.10pt | pure investment |
| 2026-03-02 | General Incorporated Association Mikinokai | 13.07% | −1.01pt | — |
| 2026-02-20 | T. Rowe Price Associates, Inc. | 5.89% | −1.16pt | pure investment |
| 2025-11-10 | Oasis Management Company Ltd. | 7.33% | +1.35pt | may make proposals |
| 2025-09-16 | Oasis Management Company Ltd. | 5.98% | — | may make proposals |
| 2025-09-05 | T. Rowe Price Associates, Inc. | 7.05% | −1.03pt | pure investment |
Cross-shareholdings
From the annual report's status of shareholdings- Listed strategic holdings
- 12 issues
- Book value
- ¥860m
- Sold in the year
- ¥295m 2 issues
- Bought in the year
- ¥4m 4 issues
- Mutual, both reports
- 1
- Held by listed cos.
- 7
| Holds | Book value | Shares vs. prior year | Mutual |
|---|---|---|---|
| Seven & i Holdings Co., Ltd. 3382 | ¥568m | +0.4% | no |
| 四州集団有限公司 | ¥55m | 0.0% | no |
| THE TORIGOE CO.,LTD. 2009 | ¥53m | 0.0% | both reports |
| AEON Co.,Ltd. 8267 | ¥45m | +204.1% | no |
| ARCS COMPANY,LIMITED 9948 | ¥43m | 0.0% | no |
| UNQ Holdings Limited | ¥29m | 0.0% | no |
| MatsukiyoCocokara & Co 3088 | ¥25m | +2.6% | no |
| YAMANAKA CO.,LTD. 8190 | ¥22m | +3.7% | no |
| Maruyoshi Center Inc. 7515 | ¥4m | 0.0% | no |
| 香港食品投資控股有限公司 | ¥3m | 0.0% | no |
Held by: THE TORIGOE CO.,LTD. 2009, TOMOKU CO.,LTD. 3946, MINOYA Co., LTD. 386A, Sun Messe Co.,Ltd. 7883, KOIKE-YA Inc. 2226, KOBAYASHI PHARMACEUTICAL CO.,LTD. 4967, NATORI CO., LTD. 2922
Purposes, all holdings and mutual flags via /v1/companies/2229/cross-holdings. Share changes include stock splits.
Major shareholders
As of fiscal year end 2026-03-31| Shareholder | Shares | Ratio |
|---|---|---|
| FRITO-LAY GLOBAL INVESTMENTS B.V. | 26,800,000 | 22.01% |
| 一般社団法人幹の会 | 17,510,000 | 14.38% |
| 日本マスタートラスト信託銀行株式会社（信託口） | 9,868,000 | 8.10% |
| JP MORGAN CHASE BANK 385642 | 4,160,000 | 3.42% |
| 株式会社日本カストディ銀行（信託口） | 3,825,000 | 3.14% |
| NOMURA PB NOMINEES LIMITED OMNIBUS-MARGIN (CASHPB) | 2,321,000 | 1.91% |
| CGML PB CLIENT ACCOUNT / COLLATERAL | 2,267,000 | 1.86% |
| カルビー従業員持株会 | 2,017,000 | 1.66% |
| 鳥越製粉株式会社 | 1,936,000 | 1.59% |
| STATE STREET BANK AND TRUST COMPANY 505103 | 1,824,000 | 1.50% |
U.S. funds holding 2229
SEC Form N-PORT, reports to 2026-07-3161 U.S. funds held 5,505,346 shares worth $100.3m.
| Fund | Shares | Value | % of fund | As of |
|---|---|---|---|---|
| VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND VANGUARD STAR FUNDS | 1,085,751 | $19.8m | 0.003% | 2026-07-31 |
| VANGUARD DEVELOPED MARKETS INDEX FUND VANGUARD TAX-MANAGED FUNDS | 717,921 | $13.0m | 0.004% | 2026-06-30 |
| iShares Core MSCI EAFE ETF iShares Trust | 642,900 | $11.7m | 0.006% | 2026-07-31 |
| THE JAPANESE SMALL COMPANY SERIES DFA INVESTMENT TRUST CO | 422,300 | $7.7m | 0.192% | 2026-07-31 |
| INTERNATIONAL CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 289,800 | $5.3m | 0.012% | 2026-07-31 |
Up to 25 funds per stock via the API.
Get this as JSON
GET /v1/companies/2229
GET /v1/companies/2229/financials
GET /v1/companies/2229/details
GET /v1/companies/2229/segments
GET /v1/companies/2229/voting
GET /v1/companies/2229/tender-offers
GET /v1/companies/2229/indicators
GET /v1/companies/2229/earnings-releases
GET /v1/events?ticker=2229
GET /v1/companies/2229/trades
GET /v1/companies/2229/cross-holdings
GET /v1/companies/2229/brief