Alfresa Holdings Corporation
2784アルフレッサホールディングス株式会社
Latest half-year results
First half · fiscal year to 2026-03 · filed 2025-11-11For the first half of the fiscal year to 2026-03: Revenue ¥1.53 trillion (+5.0% YoY), Ordinary income ¥17.5 billion (+7.4% YoY), Net income ¥11.5 billion (-18.1% YoY).
| This period | Year on year | |
|---|---|---|
| Revenue | ¥1.5tn | +5.0% |
| Ordinary profit | ¥17.5bn | +7.4% |
| Net profit to owners | ¥11.5bn | -18.1% |
From the securities report on EDINET, which states no forecast. History via /v1/companies/2784/earnings-releases.
Financials
Japan GAAP · consolidated · fiscal year to 2026-03-31- Revenue
- ¥3.1tn
- Net income
- ¥41.7bn
- ROE
- 8.4%
- Equity ratio
- 33.7%
- Dividend / share
- ¥68
- Employees
- 12,525
| Fiscal year | Revenue | Net income | Total assets | Net assets | ROE | EPS | Operating CF |
|---|---|---|---|---|---|---|---|
| 2026-03-31 | ¥3,104.1bn | ¥41.7bn | ¥1,507.0bn | ¥507.9bn | 8.4% | ¥229.64 | ¥38.6bn |
| 2025-03-31 | ¥2,961.1bn | ¥27.4bn | ¥1,439.9bn | ¥482.2bn | 5.7% | ¥147.54 | ¥5.6bn |
| 2024-03-31 | ¥2,858.5bn | ¥29.6bn | ¥1,447.6bn | ¥479.9bn | 6.1% | ¥154.13 | ¥86.4bn |
| 2023-03-31 | ¥2,696.1bn | ¥25.8bn | ¥1,339.9bn | ¥488.3bn | 5.4% | ¥127.42 | ¥13.1bn |
| 2022-03-31 | ¥2,585.6bn | ¥32.2bn | ¥1,304.0bn | ¥471.8bn | 6.7% | ¥153.57 | ¥36.5bn |
Indicators
Computed by us from filings · fiscal year to 2026-03-31| Metric | Value | Percentile among listed companies |
|---|---|---|
| ROE, % | 8.4 | 48.4 |
| Ordinary margin | 0.0124 | 13.4 |
| Equity ratio, % | 33.7 | 17.9 |
| Revenue growth | 0.0483 | 49.2 |
| Net income growth | 0.5242 | 75.9 |
| Operating cash flow / assets | 0.0256 | 25.9 |
Results wording balance: +0.50. Proprietary text method; it describes the wording only and does not interpret context.
Interest example: if all ¥30.0bn of reported debt repriced by 50 basis points, a year's interest would rise by ¥150m, 0.4% of operating cash flow. Our arithmetic only, not a forecast: fixed-rate debt and hedges are ignored.
Via /v1/companies/2784/indicators. Descriptive figures, not a rating and not investment advice.
From other filings
As the company states them/v1/companies/2784/buybacksSegments, votes and tender offers
Stated in EDINET filings/v1/companies/2784/segments/v1/companies/2784/votingOwnership changes
All companies →- 2026-06-05
Silchester International Investors LLP changed its stated purpose for holding Alfresa Holdings Corporation (2784): may_make_proposals -> may_make_proposals, shareholder_value_engagement.
- 2026-06-05
Silchester International Investors LLP raised holdings in Alfresa Holdings Corporation (2784) to 13.17% from 12.11%.
- 2025-11-04
Silchester International Investors LLP raised holdings in Alfresa Holdings Corporation (2784) to 12.11% from 11.10%.
- 2025-03-31
Mitsubishi UFJ Financial Group, Inc. cut holdings in Alfresa Holdings Corporation (2784) to 3.11% from 5.05%, below the 5% threshold.
- 2025-03-21
Silchester International Investors LLP raised holdings in Alfresa Holdings Corporation (2784) to 11.10% from 10.31%.
- 2024-09-20
Sumitomo Mitsui Trust Asset Management Co.,Ltd. cut holdings in Alfresa Holdings Corporation (2784) to 4.39% from 5.48%, below the 5% threshold.
- 2024-03-18
Mitsubishi UFJ Financial Group, Inc. disclosed a 5.05% stake in Alfresa Holdings Corporation (2784), crossing the 5% reporting threshold.
- 2023-11-15
Silchester International Investors LLP reduced holdings in Alfresa Holdings Corporation (2784) to 10.31% from 11.33%.
- 2023-09-15
Silchester International Investors LLP reduced holdings in Alfresa Holdings Corporation (2784) to 11.33% from 12.34%.
- 2023-03-02
Silchester International Investors LLP raised holdings in Alfresa Holdings Corporation (2784) to 12.34% from 11.32%.
Trades by 5% holders
From the 60-day trade tables in 5% reports| Holder | Period | Net shares | Net % of shares | Avg. filed price | Range |
|---|---|---|---|---|---|
| Silchester International Investors LLP | 2022-05-30 – 2026-06-04 | -845,000 | −0.38pt | ¥2,174.86 | ¥1,560–2,598 |
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/2784/trades.
5% filings
Large shareholding reports on 2784| Filed | Filer | Stake | Change | Stated purpose |
|---|---|---|---|---|
| 2026-06-05 | Silchester International Investors LLP | 13.17% | +1.06pt | may make proposals shareholder value engagement |
| 2025-11-04 | Silchester International Investors LLP | 12.11% | +1.01pt | may make proposals |
| 2025-03-31 | Mitsubishi UFJ Financial Group, Inc. | 3.11% | −1.94pt | pure investment |
| 2025-03-21 | Silchester International Investors LLP | 11.10% | +0.79pt | may make proposals |
| 2024-09-20 | Sumitomo Mitsui Trust Asset Management Co.,Ltd. | 4.39% | −1.09pt | — |
| 2024-03-18 | Mitsubishi UFJ Financial Group, Inc. | 5.05% | — | pure investment |
| 2023-11-15 | Silchester International Investors LLP | 10.31% | −1.02pt | may make proposals |
| 2023-09-15 | Silchester International Investors LLP | 11.33% | −1.01pt | may make proposals |
| 2023-03-02 | Silchester International Investors LLP | 12.34% | +1.02pt | may make proposals |
| 2023-01-30 | Mitsubishi UFJ Financial Group, Inc. | 4.66% | −0.86pt | pure investment |
Cross-shareholdings
From the annual report's status of shareholdings- Listed strategic holdings
- 5 issues
- Book value
- ¥1.6bn
- Sold in the year
- ¥1.8bn 2 issues
- Bought in the year
- — — issues
- Mutual, both reports
- 21
- Held by listed cos.
- 28
| Holds | Book value | Shares vs. prior year | Mutual |
|---|---|---|---|
| Otsuka Holdings Co., Ltd. 4578 | ¥13.2bn | -25.0% | both reports |
| Otsuka Holdings Co., Ltd. 4578 | ¥9.6bn | 0.0% | both reports |
| MatsukiyoCocokara & Co 3088 | ¥5.5bn | +0.2% | both reports |
| KUSURI NO AOKI HOLDINGS CO., LTD. 3549 | ¥4.9bn | 0.0% | no |
| ONO PHARMACEUTICAL CO., LTD. 4528 | ¥4.4bn | 0.0% | both reports |
| Innovacell Inc. 504A | ¥1.1bn | — | no |
| TSUMURA & CO. 4540 | ¥0.9bn | -67.9% | both reports |
| KISSEI PHARMACEUTICAL CO.,LTD. 4547 | ¥0.7bn | +1.6% | both reports |
| Mochida Pharmaceutical Co.,Ltd. 4534 | ¥0.6bn | 0.0% | both reports |
| ROHTO PHARMACEUTICAL CO.,LTD. 4527 | ¥0.6bn | 0.0% | no |
Held by: DAIICHI SANKYO COMPANY, LIMITED 4568, ONO PHARMACEUTICAL CO., LTD. 4528, Mochida Pharmaceutical Co.,Ltd. 4534, Otsuka Holdings Co., Ltd. 4578, TSUMURA & CO. 4540, KYORIN Pharmaceutical Co., Ltd. 4569, MatsukiyoCocokara & Co 3088, KISSEI PHARMACEUTICAL CO.,LTD. 4547, SAWAI GROUP HOLDINGS Co., Ltd. 4887, ZERIA PHARMCEUTICAL CO., LTD. 4559, KAKEN PHARMACEUTIAL CO., LTD. 4521, Fuso Pharmaceutical Industries,Ltd. 4538 and 17 more
Purposes, all holdings and mutual flags via /v1/companies/2784/cross-holdings. Share changes include stock splits.
Major shareholders
As of fiscal year end 2026-03-31| Shareholder | Shares | Ratio |
|---|---|---|
| 日本マスタートラスト信託銀行株式会社(信託口) | 24,986,000 | 13.71% |
| NORTHERN TRUST CO.(AVFC)RE SILCHESTER INTERNATIONALINVESTORS INTERNATIONALVALUE EQUITY TRUST | 9,808,000 | 5.38% |
| 株式会社日本カストディ銀行(信託口) | 8,338,000 | 4.58% |
| NORTHERN TRUST CO.(AVFC) RE U.S. TAX EXEMPTED PENSION FUNDS | 5,843,000 | 3.21% |
| STATE STREET BANK AND TRUST COMPANY505051 | 5,291,000 | 2.90% |
| アルフレッサ ホールディングス社員持株会 | 5,188,000 | 2.85% |
| NORTHERN TRUST CO.(AVFC)RE NON TREATY CLIENTS ACCOUNT | 4,141,000 | 2.27% |
| みずほ信託銀行株式会社 退職給付信託第一三共口 再信託受託者株式会社日本カストディ銀行 | 3,555,000 | 1.95% |
| NORTHERN TRUST CO.(AVFC) RE IEDU UCITS CLIENTS NON LENDING 15PCT TREATY ACCOUNT | 3,386,000 | 1.86% |
| individual holder | 3,012,000 | 1.65% |
U.S. funds holding 2784
SEC Form N-PORT, reports to 2026-07-31101 U.S. funds held 18,883,498 shares worth $268.8m.
| Fund | Shares | Value | % of fund | As of |
|---|---|---|---|---|
| VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND VANGUARD STAR FUNDS | 2,590,782 | $37.6m | 0.006% | 2026-07-31 |
| Avantis International Small Cap Value ETF American Century ETF Trust | 1,772,100 | $24.9m | 0.125% | 2026-05-31 |
| The Hartford International Value Fund HARTFORD MUTUAL FUNDS, INC | 1,709,266 | $24.8m | 0.153% | 2026-07-31 |
| VANGUARD DEVELOPED MARKETS INDEX FUND VANGUARD TAX-MANAGED FUNDS | 1,652,740 | $22.2m | 0.007% | 2026-06-30 |
| iShares Core MSCI EAFE ETF iShares Trust | 1,147,400 | $16.6m | 0.009% | 2026-07-31 |
Up to 25 funds per stock via the API.
Get this as JSON
GET /v1/companies/2784
GET /v1/companies/2784/financials
GET /v1/companies/2784/details
GET /v1/companies/2784/segments
GET /v1/companies/2784/voting
GET /v1/companies/2784/tender-offers
GET /v1/companies/2784/indicators
GET /v1/companies/2784/earnings-releases
GET /v1/events?ticker=2784
GET /v1/companies/2784/trades
GET /v1/companies/2784/cross-holdings
GET /v1/companies/2784/brief