Foods · Fiscal year end Jun 30

Okamura Foods Co.,Ltd.

2938

株式会社オカムラ食品工業

FIGI BBG001BFZRP62938.T2938 JPCorp. no. 2420001000582

Latest half-year results

First half · fiscal year to 2026-06 · filed 2026-02-13

For the first half of the fiscal year to 2026-06: Revenue ¥18.8 billion (+9.9% YoY), Ordinary income ¥2.2 billion (+34.7% YoY), Net income ¥1.4 billion (+29.7% YoY).

	This period	Year on year
Revenue	¥18.8bn	+9.9%
Ordinary profit	¥2.2bn	+34.7%
Net profit to owners	¥1.4bn	+29.7%

From the securities report on EDINET, which states no forecast. History via /v1/companies/2938/earnings-releases.

Financials

Japan GAAP · consolidated · fiscal year to 2026-06-30

Revenue: ¥42.7bn
Net income: ¥2.8bn
ROE: 15.6%
Equity ratio: 32.5%
Dividend / share: ¥8
Employees: 902

Revenue · ¥bn

Net income · ¥bn

Fiscal year	Revenue	Net income	Total assets	Net assets	ROE	EPS	Operating CF
2026-06-30	¥42.7bn	¥2.8bn	¥60.6bn	¥19.7bn	15.6%	¥55.65	−¥8.3bn
2025-06-30	¥35.3bn	¥2.0bn	¥41.3bn	¥16.0bn	13.4%	¥41.35	¥3.5bn
2024-06-30	¥32.7bn	¥2.0bn	¥39.2bn	¥14.2bn	16.3%	¥42.03	¥0.3bn
2023-06-30	¥28.9bn	¥2.4bn	¥30.1bn	¥10.0bn	27.4%	¥59.14	−¥1.1bn
2022-06-30	¥24.1bn	¥2.2bn	¥24.3bn	¥7.4bn	35.4%	¥55.66	−¥0.9bn

Indicators

Computed by us from filings · fiscal year to 2026-06-30

Metric	Value	Percentile among listed companies
ROE, %	15.6	79.6
Ordinary margin	0.0949	65.6
Equity ratio, %	32.5	16.7
Revenue growth	0.2088	87.8
Net income growth	0.3772	69.8
Operating cash flow / assets	-0.1363	3.7

Policy-uncertainty measure0.00 Share of the report's text discussing policy-related uncertainty, by policy area. Proprietary text method.

Ownership activity 0 filer(s) stated they may make proposals in 365 days; 0 new 5% holder(s) in 180 days; net stake change −2.10pt in 90 days; 0.0% held by other listed companies.

Results wording balance: +1.00. Proprietary text method; it describes the wording only and does not interpret context.

Interest example: if all ¥29.3bn of reported debt repriced by 50 basis points, a year's interest would rise by ¥147m. Our arithmetic only, not a forecast: fixed-rate debt and hedges are ignored.

Via /v1/companies/2938/indicators. Descriptive figures, not a rating and not investment advice.

From other filings

As the company states them

Internal control, 2026-09-24: see filing 上記の評価の結果、2026年6月30日現在における当社グループの財務報告に係る内部統制は有効であると判断しました。 Filing

Segments, votes and tender offers

Stated in EDINET filings

Segments: Culture Enterprise, Domestic Processing, Overseas Processing, Overseas Wholesaling. /v1/companies/2938/segments

Latest voting result: 2026-09-28 · 剰余金配当の件 · passed. /v1/companies/2938/voting

Ownership changes

All companies →

2026-08-26

Decrease−1.03pt

individual filer reduced holdings in Okamura Foods Co.,Ltd. (2938) to 57.08% from 58.11%.

S100YY8MOriginal filing (PDF, Japanese)
2026-08-26

Below 5%−1.07pt

Steelhead Aps cut holdings in Okamura Foods Co.,Ltd. (2938) to 4.66% from 5.73%, below the 5% threshold.

S100YYCEFiler profile Original filing (PDF, Japanese)
2026-03-06

Decrease−1.50pt

individual filer reduced holdings in Okamura Foods Co.,Ltd. (2938) to 60.57% from 62.07%.

S100XO93Original filing (PDF, Japanese)
2026-03-06

Decrease−2.46pt

individual filer reduced holdings in Okamura Foods Co.,Ltd. (2938) to 58.11% from 60.57%.

S100XOC5Original filing (PDF, Japanese)
2025-04-04

Below 5%−1.12pt

Nikko Asset Management Co.,Ltd. cut holdings in Okamura Foods Co.,Ltd. (2938) to 4.10% from 5.22%, below the 5% threshold.

S100VJQKFiler profile Original filing (PDF, Japanese)
2024-07-19

New 5% stake

Nikko Asset Management Co.,Ltd. disclosed a 5.22% stake in Okamura Foods Co.,Ltd. (2938), crossing the 5% reporting threshold.

S100U2MHFiler profile Original filing (PDF, Japanese)
2023-10-02

New 5% stake

individual filer disclosed a 62.07% stake in Okamura Foods Co.,Ltd. (2938), crossing the 5% reporting threshold.

S100RWMQOriginal filing (PDF, Japanese)
2023-10-02

Threshold

Holdings of individual filer in Okamura Foods Co.,Ltd. (2938) moved above 10% (new -> 62.07%).

S100RWMQOriginal filing (PDF, Japanese)
2023-10-02

Threshold

Holdings of individual filer in Okamura Foods Co.,Ltd. (2938) moved above 20% (new -> 62.07%).

S100RWMQOriginal filing (PDF, Japanese)
2023-10-02

Threshold

Holdings of individual filer in Okamura Foods Co.,Ltd. (2938) moved above 33.4% (new -> 62.07%).

S100RWMQOriginal filing (PDF, Japanese)

Trades by 5% holders

From the 60-day trade tables in 5% reports

Holder	Period	Net shares	Net % of shares	Avg. filed price	Range
individual filer	2023-10-27 – 2026-08-20	-8,100	−0.02pt	—	—
スチールヘッドプライベート・リミテッド・ライアビリテイ・カンパニー	2026-06-01 – 2026-06-01	-58,500	−0.12pt	—	—

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/2938/trades.

5% filings

Large shareholding reports on 2938

Filed	Filer	Stake	Change	Stated purpose
2026-08-26	individual filer	57.08%	−1.03pt	—
2026-08-26	Steelhead Aps	4.66%	−1.07pt	—
2026-03-06	individual filer	60.57%	−1.50pt	—
2026-03-06	individual filer	58.11%	−2.46pt	—
2025-04-04	Nikko Asset Management Co.,Ltd.	4.10%	−1.12pt	—
2024-07-19	Nikko Asset Management Co.,Ltd.	5.22%	—	—
2023-10-02	individual filer	62.07%	—	—
2023-09-29	Steelhead Aps	5.73%	—	—

Cross-shareholdings

From the annual report's status of shareholdings

Listed strategic holdings: 1 issues
Book value: ¥75m
Sold in the year: — — issues
Bought in the year: — — issues
Mutual, both reports: 0
Held by listed cos.: 0

Holds	Book value	Shares vs. prior year	Mutual
Procrea Holdings, Inc. 7384	¥75m	0.0%	no

Purposes, all holdings and mutual flags via /v1/companies/2938/cross-holdings. Share changes include stock splits.

Major shareholders

As of fiscal year end 2026-06-30

Shareholder	Shares	Ratio
株式会社オカムラ	17,784,000	35.35%
individual holder	9,495,988	18.87%
individual holder	2,337,060	4.65%
individual holder	1,500,000	2.98%
株式会社日本カストディ銀行（信託口）	970,800	1.93%
野村信託銀行株式会社（投信口）	956,100	1.90%
individual holder	880,000	1.75%
日本マスタートラスト信託銀行株式会社（信託口）	805,500	1.60%
individual holder	792,000	1.57%
individual holder	792,000	1.57%

U.S. funds holding 2938

SEC Form N-PORT, reports to 2026-07-31

3 U.S. funds held 19,500 shares worth $0.2m.

Fund	Shares	Value	% of fund	As of
Dimensional International Small Cap ETF Dimensional ETF Trust	7,700	$0.1m	0.001%	2026-07-31
THE JAPANESE SMALL COMPANY SERIES DFA INVESTMENT TRUST CO	7,500	$0.1m	0.001%	2026-07-31
International Social Core Equity Portfolio DFA INVESTMENT DIMENSIONS GROUP INC	4,300	$0.0m	0.001%	2026-07-31

Up to 25 funds per stock via the API.

Get this as JSON

GET /v1/companies/2938
GET /v1/companies/2938/financials
GET /v1/companies/2938/details
GET /v1/companies/2938/segments
GET /v1/companies/2938/voting
GET /v1/companies/2938/tender-offers
GET /v1/companies/2938/indicators
GET /v1/companies/2938/earnings-releases
GET /v1/events?ticker=2938
GET /v1/companies/2938/trades         
GET /v1/companies/2938/cross-holdings 
GET /v1/companies/2938/brief

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